Keystone Financial Planning’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.46M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $8.6M | Buy |
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|
2022
Q4 | $8.32M | Sell |
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|
2022
Q3 | $7.26M | Buy |
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|
2022
Q2 | $7.4M | Buy |
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|
2022
Q1 | $6.34M | Buy |
|
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|
2021
Q4 | $6.73M | Buy |
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|
2021
Q3 | $6.06M | Buy |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $7.57M | Buy |
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|
2019
Q3 | $7.82M | Buy |
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|
2019
Q2 | $8.06M | Buy |
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|
2019
Q1 | $7.48M | Buy |
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|
2018
Q4 | $6.72M | Buy |
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|
2018
Q3 | $6.15M | Buy |
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|
2018
Q2 | $5.74M | Buy |
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|
2018
Q1 | $5.08M | Buy |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $250K | Sell |
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|
2017
Q2 | $6.08M | Buy |
|
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|
2017
Q1 | $5.5M | Buy |
|
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|
2016
Q4 | $4.46M | Buy |
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|
2016
Q3 | $4.64M | Buy |
|
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|
2016
Q2 | $4.67M | Buy |
|
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|
2016
Q1 | $4.32M | Sell |
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|
2015
Q4 | $4.28M | Buy |
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|
2015
Q3 | $4.02M | Sell |
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|
2015
Q2 | $4.24M | Sell |
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|
2015
Q1 | $4.14M | Sell |
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|
2014
Q4 | $4.22M | Buy |
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|
2014
Q3 | $4.29M | Buy |
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|
2014
Q2 | $3.94M | Buy |
|