Montag & Associates’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $159K | Buy |
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|
2025
Q2 | $159K | Hold |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $169K | Sell |
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|
2024
Q2 | $162K | Buy |
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|
2024
Q1 | $138K | Hold |
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|
2023
Q4 | $134K | Buy |
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|
2023
Q3 | $134K | Hold |
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|
2023
Q2 | $142K | Hold |
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|
2023
Q1 | $141K | Hold |
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|
2022
Q4 | $137K | Buy |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $483K | Hold |
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|
2020
Q4 | $522K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $229K | Hold |
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|
2015
Q3 | $216K | Hold |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $228K | Hold |
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|
2014
Q4 | $221K | Buy |
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|
2014
Q3 | $222K | Hold |
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|
2014
Q2 | $240K | Hold |
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|
2014
Q1 | $227K | Sell |
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|
2013
Q4 | $229K | Hold |
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|
2013
Q3 | $214K | Buy |
|