Patriot Financial Group Insurance Agency’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 | $2.17M | Buy |
|
|||||
|
2025
Q2 | $1.95M | Buy |
|
|||||
|
2025
Q1 | $1.54M | Buy |
|
|||||
|
2024
Q4 | $1.05M | Buy |
|
|||||
|
2024
Q3 | $1.06M | Buy |
|
|||||
|
2024
Q2 | $777K | Buy |
|
|||||
|
2024
Q1 | $648K | Buy |
|
|||||
|
2023
Q4 | $521K | Buy |
|
|||||
|
2023
Q3 | $399K | Buy |
|
|||||
|
2023
Q2 | $329K | Buy |
|
|||||
|
2023
Q1 | $218K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $80K | Buy |
|
|||||
|
2022
Q1 | $76K | Buy |
|
|||||
|
2021
Q4 | $47K | Sell |
|
|||||
|
2021
Q3 | $92K | Buy |
|
|||||
|
2021
Q2 | $66K | Buy |
|
|||||
|
2021
Q1 | $58K | Sell |
|
|||||
|
2020
Q4 | $93K | Buy |
|
|||||
|
2020
Q3 | $40K | Buy |
|
|||||
|
2020
Q2 | $29K | Buy |
|
|||||
|
2020
Q1 | $26K | Buy |
|
|||||
|
2019
Q4 | $3K | Hold |
|
|||||
|
2019
Q3 | $3K | Hold |
|
|||||
|
2019
Q2 | $4K | Sell |
|
|||||
|
2019
Q1 | $10K | Hold |
|
|||||
|
2018
Q4 | $9K | Hold |
|
|||||
|
2018
Q3 | $10K | Buy |
|
|||||
|
2018
Q2 | $5K | Sell |
|
|||||
|
2018
Q1 | $7K | Buy |
|
|||||
|
2017
Q4 | $7K | Hold |
|
|||||
|
2017
Q3 | $7K | Sell |
|
|||||
|
2017
Q2 | $12K | Sell |
|
|||||
|
2017
Q1 | $17K | Sell |
|
|||||
|
2016
Q4 | $21K | Buy |
|