Keudell/Morrison 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
Q2 | $275K | Buy |
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|
2025
Q1 | $251K | Buy |
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|
2024
Q4 | $215K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $293K | Sell |
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $532K | Sell |
|
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|
2022
Q4 | $527K | Sell |
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|
2022
Q3 | $460K | Buy |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $691K | Sell |
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|
2021
Q3 | $752K | Buy |
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|
2021
Q2 | $747K | Buy |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q3 | $576K | Buy |
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|
2020
Q2 | $507K | Buy |
|
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $297K | Buy |
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|
2019
Q3 | $311K | Buy |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $320K | Buy |
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