Perigon 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
Q3 | $557K | Buy |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $566K | Sell |
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|
2024
Q4 | $576K | Buy |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $269K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $70K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $313K | Buy |
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|
2017
Q1 | $134K | Hold |
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|
2016
Q4 | $130K | Buy |
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