Physician Wealth Advisors’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 | $103K | Buy |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $97.2K | Buy |
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|
2024
Q4 | $92.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $210K | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $274K | Buy |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q2 | $289K | Buy |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $209K | Sell |
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|
2019
Q3 | $217K | Buy |
|