Lake Street Advisors Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $857K | Buy |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $576K | Sell |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $711K | Buy |
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|
2022
Q4 | $649K | Sell |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $558K | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $574K | Sell |
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|
2020
Q4 | $633K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $329K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $343K | Buy |
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