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Redwood Wealth Management Group’s Unilever UL Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-298
Closed -$18.4K – 1031
2024
Q2 		$18.4K Buy
+298
New +$17.6K 0.01% 463

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Hotchkis & Wiley Capital Management
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Redwood Wealth Management Group's UL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Unilever (UL) in Q3 2024, closing a stake of 298 shares — an estimated $18.4K sold.

Redwood Wealth Management Group first reported a position in UL in Q2 2024 and held it in 1 quarter. The position peaked at $18.4K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 298 Unilever shares in Q3 2024, an estimated $18.4K.
  • Redwood Wealth Management Group first reported a position in Unilever in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Unilever position peaked at $18.4K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.