S.A. Mason’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Hold |
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|
2025
Q2 | $238K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $220K | Hold |
|
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $226K | Hold |
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|
2022
Q3 | $197K | Hold |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $292K | Hold |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $280K | Buy |
|