JWM
UL icon

Jackson Wealth Management’s Unilever UL Stock Holding History

Jackson Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-39,763
Closed -$14K – 124
2021
Q3 		$14K Buy
39,763
+1,186
+3% +$75.6K 0.17% 64
2021
Q2 		$2.54M Buy
38,577
+531
+1% +$35.3K 0.32% 75
2021
Q1 		$2.39M Buy
38,046
+632
+2% +$40.2K 0.36% 76
2020
Q4 		$2.54M Buy
37,414
+190
+0.5% +$12.9K 0.35% 68
2020
Q3 		$2.58M Buy
37,224
+2,251
+6% +$150K 0.39% 60
2020
Q2 		$2.16M Buy
34,973
+1,884
+6% +$113K 0.38% 60
2020
Q1 		$1.94M Sell
33,089
-3,762
-10% -$236K 0.41% 50
2019
Q4 		$2.46M Sell
36,851
-5,845
-14% -$388K 0.41% 68
2019
Q3 		$2.85M Buy
42,696
+6,876
+19% +$476K 0.6% 49
2019
Q2 		$2.55M Buy
35,820
+341
+1% +$23.1K 0.55% 51
2019
Q1 		$2.3M Buy
35,479
+971
+3% +$59.1K 0.56% 51
2018
Q4 		$2.01M Sell
34,508
-376
-1% -$22.7K 0.6% 43
2018
Q3 		$2.16M Buy
34,884
+942
+3% +$59.4K 0.45% 53
2018
Q2 		$2.16M Sell
33,942
-164
-0.5% -$10.2K 0.5% 53
2018
Q1 		$2.16M Sell
34,106
-3,491
-9% -$212K 0.6% 47
2017
Q4 		$2.33M Sell
37,597
-51,292
-58% -$3.25M 0.59% 47
2017
Q3 		$5.79M Buy
+88,889
New +$5.71M 1.57% 15

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