Jeppson 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 | $1.17M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.41M | Sell |
|
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $684K | Sell |
|
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $586K | Buy |
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|
2022
Q2 | $539K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $116K | Buy |
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