HNWAG
High Net Worth Advisory Group’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,593
| Closed | -$233K | – | 230 |
|
|
2024
Q3 | $233K | Buy |
+3,593
| New | +$233K | 0.06% | 200 |
|
|
2023
Q4 | – | Sell |
-4,184
| Closed | -$207K | – | 206 |
|
|
2023
Q3 | $207K | Hold |
4,184
| – | – | 0.08% | 182 |
|
|
2023
Q2 | $218K | Hold |
4,184
| – | – | 0.08% | 179 |
|
|
2023
Q1 | $217K | Hold |
4,184
| – | – | 0.09% | 175 |
|
|
2022
Q4 | $211K | Hold |
4,184
| – | – | 0.08% | 178 |
|
|
2022
Q3 | $183K | Hold |
4,184
| – | – | 0.08% | 191 |
|
|
2022
Q2 | $192K | Hold |
4,184
| – | – | 0.08% | 189 |
|
|
2022
Q1 | $191K | Hold |
4,184
| – | – | 0.07% | 189 |
|
|
2021
Q4 | $225K | Buy |
+4,184
| New | +$225K | 0.08% | 180 |
|