SWM
UL icon

Stockman Wealth Management’s Unilever UL Stock Holding History

Stockman 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
2022
Q3 		– Sell
-80,051
Closed -$4.13M – 185
2022
Q2 		$4.13M Buy
80,051
+2,635
+3% +$134K 1.05% 38
2022
Q1 		$3.97M Buy
77,416
+9,317
+14% +$519K 0.82% 41
2021
Q4 		$4.12M Buy
68,099
+3,746
+6% +$223K 0.84% 40
2021
Q3 		$3.92M Buy
64,353
+3,381
+6% +$215K 0.87% 40
2021
Q2 		$4.01M Buy
60,972
+5,881
+11% +$391K 0.96% 36
2021
Q1 		$3.46M Buy
55,091
+5,357
+11% +$341K 0.96% 37
2020
Q4 		$3.38M Buy
+49,734
New +$3.37M 1.04% 38
2017
Q3 		– Sell
-13,473
Closed -$838K – 149
2017
Q2 		$838K Sell
13,473
-36,509
-73% -$2.18M 0.84% 49
2017
Q1 		$2.79M Buy
49,982
+1,640
+3% +$83K 1.59% 24
2016
Q4 		$2.23M Sell
48,342
-186
-0.4% -$8.67K 1.36% 29
2016
Q3 		$2.52M Buy
48,528
+1,027
+2% +$54.2K 1.56% 20
2016
Q2 		$2.51M Buy
47,501
+493
+1% +$25.3K 1.96% 20
2016
Q1 		$2.36M Buy
47,008
+2,628
+6% +$128K 1.88% 19
2015
Q4 		$2.16M Buy
44,380
+1,491
+3% +$72.7K 1.75% 19
2015
Q3 		$1.94M Buy
42,889
+1,437
+3% +$68.7K 1.67% 20
2015
Q2 		$1.95M Buy
41,452
+10,225
+33% +$505K 1.66% 20
2015
Q1 		$1.47M Buy
+31,227
New +$1.5M 1.25% 37

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State Farm Mutual Automobile Insurance
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GRQ
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Wells Fargo
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