Keudell/Morrison Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
4,499
+280
| +7% | +$17.1K | 0.06% | 177 |
|
|
2025
Q1 | $251K | Buy |
4,219
+430
| +11% | +$25.6K | 0.06% | 186 |
|
|
2024
Q4 | $215K | Buy |
3,789
+122
| +3% | +$6.92K | 0.06% | 201 |
|
|
2024
Q3 | $238K | Sell |
3,667
-1,670
| -31% | -$108K | 0.06% | 189 |
|
|
2024
Q2 | $293K | Sell |
5,337
-1,719
| -24% | -$94.5K | 0.09% | 160 |
|
|
2024
Q1 | $354K | Sell |
7,056
-1,290
| -15% | -$64.7K | 0.11% | 144 |
|
|
2023
Q4 | $405K | Sell |
8,346
-1,757
| -17% | -$85.2K | 0.13% | 124 |
|
|
2023
Q3 | $499K | Buy |
10,103
+144
| +1% | +$7.11K | 0.15% | 99 |
|
|
2023
Q2 | $519K | Sell |
9,959
-287
| -3% | -$15K | 0.15% | 100 |
|
|
2023
Q1 | $532K | Sell |
10,246
-222
| -2% | -$11.5K | 0.16% | 96 |
|
|
2022
Q4 | $527K | Sell |
10,468
-32
| -0.3% | -$1.61K | 0.17% | 95 |
|
|
2022
Q3 | $460K | Buy |
10,500
+831
| +9% | +$36.4K | 0.17% | 91 |
|
|
2022
Q2 | $443K | Buy |
9,669
+4,583
| +90% | +$210K | 0.16% | 103 |
|
|
2022
Q1 | $232K | Sell |
5,086
-7,766
| -60% | -$354K | 0.1% | 161 |
|
|
2021
Q4 | $691K | Sell |
12,852
-1,014
| -7% | -$54.5K | 0.27% | 78 |
|
|
2021
Q3 | $752K | Buy |
13,866
+1,098
| +9% | +$59.5K | 0.32% | 74 |
|
|
2021
Q2 | $747K | Buy |
12,768
+1,148
| +10% | +$67.2K | 0.41% | 74 |
|
|
2021
Q1 | $649K | Buy |
11,620
+623
| +6% | +$34.8K | 0.38% | 79 |
|
|
2020
Q4 | $664K | Buy |
10,997
+1,665
| +18% | +$101K | 0.42% | 73 |
|
|
2020
Q3 | $576K | Buy |
9,332
+88
| +1% | +$5.43K | 0.37% | 75 |
|
|
2020
Q2 | $507K | Buy |
9,244
+1,674
| +22% | +$91.8K | 0.42% | 79 |
|
|
2020
Q1 | $383K | Buy |
7,570
+2,371
| +46% | +$120K | 0.37% | 90 |
|
|
2019
Q4 | $297K | Buy |
5,199
+19
| +0.4% | +$1.09K | 0.21% | 115 |
|
|
2019
Q3 | $311K | Buy |
5,180
+72
| +1% | +$4.32K | 0.26% | 109 |
|
|
2019
Q2 | $303K | Sell |
5,108
-437
| -8% | -$25.9K | 0.27% | 106 |
|
|
2019
Q1 | $320K | Buy |
+5,545
| New | +$320K | 0.28% | 99 |
|