JFS Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.6K | Hold |
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|
2025
Q1 | $49.3K | Hold |
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|
2024
Q4 | $46.9K | Sell |
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|
2024
Q3 | $62.1K | Hold |
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|
2024
Q2 | $52.6K | Buy |
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|
2024
Q1 | $45.7K | Sell |
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|
2023
Q4 | $44.2K | Sell |
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|
2023
Q3 | $45.4K | Sell |
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|
2023
Q2 | $48.2K | Sell |
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|
2023
Q1 | $51.4K | Sell |
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|
2022
Q4 | $58.1K | Sell |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q4 | $88K | Sell |
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|
2021
Q3 | $129K | Buy |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $15K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $13K | Sell |
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|
2018
Q2 | $14K | Buy |
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