MLL
Moody Lynn & Lieberson’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,604
| Closed | -$234K | – | 263 |
|
|
2024
Q3 | $234K | Buy |
+3,604
| New | +$234K | 0.01% | 233 |
|
|
2022
Q1 | – | Sell |
-4,464
| Closed | -$240K | – | 257 |
|
|
2021
Q4 | $240K | Sell |
4,464
-494
| -10% | -$26.6K | 0.02% | 216 |
|
|
2021
Q3 | $269K | Hold |
4,958
| – | – | 0.02% | 203 |
|
|
2021
Q2 | $290K | Buy |
4,958
+344
| +7% | +$20.1K | 0.02% | 193 |
|
|
2021
Q1 | $258K | Sell |
4,614
-281
| -6% | -$15.7K | 0.02% | 202 |
|
|
2020
Q4 | $295K | Buy |
+4,895
| New | +$295K | 0.03% | 181 |
|
|
2020
Q3 | – | Sell |
-4,395
| Closed | -$241K | – | 207 |
|
|
2020
Q2 | $241K | Buy |
+4,395
| New | +$241K | 0.03% | 171 |
|