PWMAG
Pinnacle Wealth Management Advisory Group’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,327
| Closed | -$216K | – | 373 |
|
|
2024
Q3 | $216K | Buy |
+3,327
| New | +$216K | 0.02% | 332 |
|
|
2023
Q4 | – | Sell |
-4,611
| Closed | -$228K | – | 351 |
|
|
2023
Q3 | $228K | Sell |
4,611
-100
| -2% | -$4.94K | 0.03% | 280 |
|
|
2023
Q2 | $246K | Hold |
4,711
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $245K | Hold |
4,711
| – | – | 0.03% | 264 |
|
|
2022
Q4 | $237K | Hold |
4,711
| – | – | 0.04% | 259 |
|
|
2022
Q3 | $207K | Buy |
+4,711
| New | +$207K | 0.03% | 255 |
|
|
2022
Q1 | – | Sell |
-5,274
| Closed | -$284K | – | 283 |
|
|
2021
Q4 | $284K | Buy |
5,274
+1,545
| +41% | +$83.2K | 0.05% | 218 |
|
|
2021
Q3 | $202K | Sell |
3,729
-1,524
| -29% | -$82.6K | 0.05% | 211 |
|
|
2021
Q2 | $307K | Buy |
+5,253
| New | +$307K | 0.07% | 173 |
|