FRG Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $245K | Sell |
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|
2025
Q3 | $250K | Hold |
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|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $558K | Sell |
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $596K | Sell |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $696K | Hold |
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|
2021
Q3 | $701K | Sell |
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|
2021
Q2 | $766K | Hold |
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|
2021
Q1 | $731K | Sell |
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|
2020
Q4 | $811K | Buy |
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