Traphagen Investment Advisors’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 | $318K | Sell |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $848K | Hold |
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|
2021
Q1 | $850K | Hold |
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|
2020
Q4 | $803K | Hold |
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|
2020
Q3 | $759K | Buy |
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