Pinnacle Wealth Planning Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $394K | Sell |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $666K | Buy |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $542K | Buy |
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|
2020
Q4 | $324K | Buy |
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