Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $964K | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $797K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $455K | Buy |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $251K | Buy |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $200K | Buy |
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