Robertson Stephens Wealth Management’s Univar Solutions Inc. UNVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,730
| Closed | -$691K | – | 459 |
|
|
2023
Q1 | $691K | Sell |
19,730
-45,773
| -70% | -$1.6M | 0.05% | 248 |
|
|
2022
Q4 | $2.08M | Buy |
65,503
+1,306
| +2% | +$41.5K | 0.2% | 104 |
|
|
2022
Q3 | $1.46M | Buy |
64,197
+12,054
| +23% | +$274K | 0.15% | 116 |
|
|
2022
Q2 | $1.3M | Sell |
52,143
-85
| -0.2% | -$2.11K | 0.12% | 138 |
|
|
2022
Q1 | $1.68M | Buy |
52,228
+6,504
| +14% | +$209K | 0.14% | 130 |
|
|
2021
Q4 | $1.3M | Buy |
45,724
+6,905
| +18% | +$196K | 0.11% | 152 |
|
|
2021
Q3 | $924K | Buy |
38,819
+1,299
| +3% | +$30.9K | 0.1% | 127 |
|
|
2021
Q2 | $914K | Buy |
37,520
+1,635
| +5% | +$39.8K | 0.11% | 131 |
|
|
2021
Q1 | $772K | Buy |
35,885
+5,961
| +20% | +$128K | 0.12% | 128 |
|
|
2020
Q4 | $568K | Hold |
29,924
| – | – | 0.12% | 128 |
|
|
2020
Q3 | $505K | Buy |
29,924
+2,610
| +10% | +$44K | 0.12% | 133 |
|
|
2020
Q2 | $460K | Sell |
27,314
-3,749
| -12% | -$63.1K | 0.13% | 115 |
|
|
2020
Q1 | $333K | Buy |
+31,063
| New | +$333K | 0.11% | 126 |
|