Geneos Wealth 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 | $820K | Sell |
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|
2025
Q2 | $1.08M | Sell |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $687K | Buy |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $309K | Buy |
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|
2023
Q2 | $324K | Buy |
|
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $606K | Buy |
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|
2021
Q3 | $603K | Buy |
|
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|
2021
Q2 | $643K | Sell |
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|
2021
Q1 | $664K | Buy |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $310K | Buy |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $295K | Buy |
|
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $250K | Buy |
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|
2018
Q3 | $259K | Sell |
|
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|
2018
Q2 | $286K | Sell |
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|
2018
Q1 | $291K | Sell |
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|
2017
Q4 | $348K | Buy |
|
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|
2017
Q3 | $342K | Buy |
|
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|
2017
Q2 | $237K | Buy |
|
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|
2017
Q1 | $187K | Sell |
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|
2016
Q4 | $164K | Sell |
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|
2016
Q3 | $206K | Buy |
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|
2016
Q2 | $204K | Buy |
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|
2016
Q1 | $149K | Buy |
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