Mission 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 | $726K | Buy |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $685K | Buy |
|
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|
2024
Q2 | $495K | Buy |
|
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|
2024
Q1 | $333K | Buy |
|
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $255K | Sell |
|
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $347K | Buy |
|
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $239K | Buy |
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