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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $483K | Buy |
8,482
+1,772
| +26% | +$119K | 0.1% | 135 |
|
|
2025
Q4 | $439K | Buy |
+6,710
| New | +$451K | 0.09% | 148 |
|
|
2025
Q2 | $275K | Buy |
3,999
+249
| +7% | +$17.5K | 0.06% | 177 |
|
|
2025
Q1 | $251K | Buy |
3,750
+382
| +11% | +$24.6K | 0.06% | 186 |
|
|
2024
Q4 | $215K | Buy |
3,368
+108
| +3% | +$7.29K | 0.06% | 201 |
|
|
2024
Q3 | $238K | Sell |
3,260
-1,484
| -31% | -$103K | 0.06% | 189 |
|
|
2024
Q2 | $293K | Sell |
4,744
-1,528
| -24% | -$90.3K | 0.09% | 160 |
|
|
2024
Q1 | $354K | Sell |
6,272
-1,147
| -15% | -$63.5K | 0.11% | 144 |
|
|
2023
Q4 | $405K | Sell |
7,419
-1,561
| -17% | -$84.2K | 0.13% | 124 |
|
|
2023
Q3 | $499K | Buy |
8,980
+128
| +1% | +$7.4K | 0.15% | 99 |
|
|
2023
Q2 | $519K | Sell |
8,852
-256
| -3% | -$15.2K | 0.15% | 100 |
|
|
2023
Q1 | $532K | Sell |
9,108
-197
| -2% | -$11.2K | 0.16% | 96 |
|
|
2022
Q4 | $527K | Sell |
9,305
-28
| -0.3% | -$1.5K | 0.17% | 95 |
|
|
2022
Q3 | $460K | Buy |
9,333
+738
| +9% | +$38.6K | 0.17% | 91 |
|
|
2022
Q2 | $443K | Buy |
8,595
+4,074
| +90% | +$207K | 0.16% | 103 |
|
|
2022
Q1 | $232K | Sell |
4,521
-6,903
| -60% | -$384K | 0.1% | 161 |
|
|
2021
Q4 | $691K | Sell |
11,424
-901
| -7% | -$53.5K | 0.27% | 78 |
|
|
2021
Q3 | $752K | Buy |
12,325
+976
| +9% | +$62.2K | 0.32% | 74 |
|
|
2021
Q2 | $747K | Buy |
11,349
+1,020
| +10% | +$67.8K | 0.41% | 74 |
|
|
2021
Q1 | $649K | Buy |
10,329
+554
| +6% | +$35.3K | 0.38% | 80 |
|
|
2020
Q4 | $664K | Buy |
9,775
+1,480
| +18% | +$100K | 0.42% | 73 |
|
|
2020
Q3 | $576K | Buy |
8,295
+78
| +0.9% | +$5.21K | 0.37% | 75 |
|
|
2020
Q2 | $507K | Buy |
8,217
+1,488
| +22% | +$88.9K | 0.42% | 79 |
|
|
2020
Q1 | $383K | Buy |
6,729
+2,108
| +46% | +$132K | 0.37% | 90 |
|
|
2019
Q4 | $297K | Buy |
4,621
+17
| +0.4% | +$1.13K | 0.21% | 115 |
|
|
2019
Q3 | $311K | Buy |
4,604
+64
| +1% | +$4.43K | 0.26% | 109 |
|
|
2019
Q2 | $303K | Sell |
4,540
-389
| -8% | -$26.4K | 0.27% | 106 |
|
|
2019
Q1 | $320K | Buy |
+4,929
| New | +$300K | 0.28% | 99 |
|
Other funds holding UL
