Forum Financial Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Buy |
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|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $693K | Sell |
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|
2024
Q4 | $665K | Buy |
|
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|
2024
Q3 | $400K | Buy |
|
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|
2024
Q2 | $320K | Buy |
|
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|
2024
Q1 | $290K | Buy |
|
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|
2023
Q4 | $206K | Hold |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $222K | Sell |
|
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|
2023
Q1 | $221K | Sell |
|
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $613K | Buy |
|