QPWM
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Quadrant Private Wealth Management’s Unilever UL Stock Holding History

Quadrant Private Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,796
Closed -$204K – 258
2024
Q3 		$204K Buy
+2,796
New +$193K 0.05% 234

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Quadrant Private Wealth Management's UL Position: Q4 2024 in Review

Quadrant Private Wealth Management sold out of Unilever (UL) in Q4 2024, closing a stake of 2,796 shares — an estimated $204K sold.

Quadrant Private Wealth Management first reported a position in UL in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Quadrant Private Wealth Management reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 2,796 Unilever shares in Q4 2024, an estimated $204K.
  • Quadrant Private Wealth Management first reported a position in Unilever in Q3 2024 and held it in 1 quarter.
  • Quadrant Private Wealth Management's Unilever position peaked at $204K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.