Larson Financial Group’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 | $889K | Sell |
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|
2025
Q1 | $913K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $111K | Buy |
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|
2024
Q1 | $3.56K | Hold |
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|
2023
Q4 | $3.44K | Sell |
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|
2023
Q3 | $6.32K | Buy |
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|
2023
Q2 | $2.66K | Hold |
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|
2023
Q1 | $2.65K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $5K | Buy |
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