Icon Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $775K | Buy |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $768K | Buy |
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|
2020
Q4 | $806K | Buy |
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|
2020
Q3 | $343K | Sell |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | $217K | Buy |
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|
2019
Q2 | $214K | Buy |
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|
2019
Q1 | $165K | Buy |
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|
2018
Q4 | $146K | Sell |
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|
2018
Q3 | $169K | Sell |
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|
2018
Q2 | $187K | Buy |
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|
2018
Q1 | $139K | Buy |
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