Garrett Wealth Advisory Group’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 | $534K | Sell |
9,371
-1,076
| -10% | -$72.1K | 0.09% | 71 |
|
|
2025
Q4 | $683K | Sell |
10,447
-7
| -0.1% | -$470 | 0.13% | 55 |
|
|
2025
Q3 | $697K | Buy |
10,454
+3
| +0% | +$207 | 0.14% | 54 |
|
|
2025
Q2 | $719K | Sell |
10,451
-471
| -4% | -$33K | 0.15% | 45 |
|
|
2025
Q1 | $732K | Buy |
10,922
+606
| +6% | +$39.1K | 0.16% | 43 |
|
|
2024
Q4 | $658K | Buy |
10,316
+658
| +7% | +$44.4K | 0.15% | 42 |
|
|
2024
Q3 | $706K | Buy |
9,658
+497
| +5% | +$34.4K | 0.17% | 45 |
|
|
2024
Q2 | $567K | Sell |
9,161
-107
| -1% | -$6.32K | 0.21% | 40 |
|
|
2024
Q1 | $523K | Buy |
9,268
+30
| +0.3% | +$1.66K | 0.21% | 30 |
|
|
2023
Q4 | $504K | Sell |
9,238
-1,042
| -10% | -$56.2K | 0.21% | 29 |
|
|
2023
Q3 | $571K | Sell |
10,280
-41
| -0.4% | -$2.37K | 0.26% | 26 |
|
|
2023
Q2 | $605K | Buy |
10,321
+724
| +8% | +$43K | 0.27% | 27 |
|
|
2023
Q1 | $561K | Sell |
9,597
-484
| -5% | -$27.5K | 0.27% | 26 |
|
|
2022
Q4 | $571K | Sell |
10,081
-264
| -3% | -$14.1K | 0.29% | 27 |
|
|
2022
Q3 | $510K | Buy |
10,345
+6
| +0.1% | +$313 | 0.28% | 29 |
|
|
2022
Q2 | $533K | Buy |
10,339
+7
| +0.1% | +$357 | 0.29% | 30 |
|
|
2022
Q1 | $530K | Sell |
10,332
-872
| -8% | -$48.5K | 0.27% | 32 |
|
|
2021
Q4 | $678K | Sell |
11,204
-61
| -0.5% | -$3.62K | 0.33% | 32 |
|
|
2021
Q3 | $687K | Buy |
11,265
+5
| +0% | +$319 | 0.44% | 24 |
|
|
2021
Q2 | $741K | Sell |
11,260
-106
| -0.9% | -$7.05K | 0.49% | 20 |
|
|
2021
Q1 | $714K | Sell |
11,366
-302
| -3% | -$19.2K | 0.51% | 21 |
|
|
2020
Q4 | $792K | Sell |
11,668
-406
| -3% | -$27.5K | 0.6% | 20 |
|
|
2020
Q3 | $838K | Sell |
12,074
-632
| -5% | -$42.2K | 0.66% | 21 |
|
|
2020
Q2 | $785K | Sell |
12,706
-126
| -1% | -$7.53K | 0.63% | 22 |
|
|
2020
Q1 | $728K | Buy |
12,832
+372
| +3% | +$23.3K | 0.69% | 22 |
|
|
2019
Q4 | $801K | Sell |
12,460
-567
| -4% | -$37.7K | 0.59% | 26 |
|
|
2019
Q3 | $881K | Sell |
13,027
-26
| -0.2% | -$1.8K | 0.62% | 24 |
|
|
2019
Q2 | $914K | Sell |
13,053
-94
| -0.7% | -$6.38K | 0.73% | 19 |
|
|
2019
Q1 | $852K | Sell |
13,147
-171
| -1% | -$10.4K | 0.7% | 21 |
|
|
2018
Q4 | $786K | Buy |
+13,318
| New | +$803K | 0.72% | 20 |
|
Other funds holding UL
