Sugarloaf Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $45.9K | Hold |
809
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $52.6K | Hold |
809
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $44.5K | Hold |
809
| – | – | 0.01% | 304 |
|
|
2024
Q1 | $40.6K | Hold |
809
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $39.2K | Hold |
809
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $40K | Hold |
809
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $42.2K | Hold |
809
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $42K | Hold |
809
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $40.7K | Hold |
809
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $36K | Hold |
809
| – | – | 0.01% | 340 |
|
|
2022
Q2 | $37K | Hold |
809
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $37K | Hold |
809
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $44K | Hold |
809
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $44K | Hold |
809
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $47K | Hold |
809
| – | – | 0.01% | 277 |
|
|
2021
Q1 | $45 | Hold |
809
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $49K | Hold |
809
| – | – | 0.02% | 255 |
|
|
2020
Q3 | $50K | Hold |
809
| – | – | 0.02% | 238 |
|
|
2020
Q2 | $44K | Hold |
809
| – | – | 0.02% | 256 |
|
|
2020
Q1 | $41K | Hold |
809
| – | – | 0.02% | 246 |
|
|
2019
Q4 | $46K | Buy |
+809
| New | +$46K | 0.02% | 260 |
|