Forvis Mazars Wealth Advisors’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 | $230K | Sell |
|
|||||
|
2025
Q2 | $354K | Buy |
|
|||||
|
2025
Q1 | $316K | Buy |
|
|||||
|
2024
Q4 | $235K | Sell |
|
|||||
|
2024
Q3 | $281K | Buy |
|
|||||
|
2024
Q2 | $236K | Buy |
|
|||||
|
2024
Q1 | $211K | Sell |
|
|||||
|
2023
Q4 | $256K | Buy |
|
|||||
|
2023
Q3 | $259K | Sell |
|
|||||
|
2023
Q2 | $512K | Buy |
|
|||||
|
2023
Q1 | $283K | Sell |
|
|||||
|
2022
Q4 | $281K | Sell |
|
|||||
|
2022
Q3 | $257K | Sell |
|
|||||
|
2022
Q2 | $282K | Buy |
|
|||||
|
2022
Q1 | $219K | Buy |
|
|||||
|
2021
Q4 | $218K | Buy |
|