Schrum Private Wealth Management’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 | $381K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $309K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $416K | Buy |
|