Marcum Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $669K | Buy |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $500K | Sell |
|
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|
2024
Q1 | $481K | Buy |
|
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|
2023
Q4 | $407K | Sell |
|
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|
2023
Q3 | $667K | Buy |
|
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|
2023
Q2 | $680K | Buy |
|
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|
2023
Q1 | $664K | Buy |
|
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|
2022
Q4 | $627K | Sell |
|
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|
2022
Q3 | $604K | Buy |
|
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|
2022
Q2 | $612K | Buy |
|
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $649K | Sell |
|
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|
2021
Q3 | $810K | Buy |
|
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|
2021
Q2 | $835K | Sell |
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|
2021
Q1 | $802K | Buy |
|