TCPWM
Traverso Chambers Private Wealth Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $507K | Buy |
10,462
+151
| +1% | +$7.32K | 0.12% | 75 |
|
|
2023
Q3 | $509K | Buy |
10,311
+593
| +6% | +$29.3K | 0.14% | 68 |
|
|
2023
Q2 | $507K | Sell |
9,718
-99
| -1% | -$5.16K | 0.13% | 71 |
|
|
2023
Q1 | $510K | Sell |
9,817
-233
| -2% | -$12.1K | 0.14% | 70 |
|
|
2022
Q4 | $506K | Buy |
10,050
+87
| +0.9% | +$4.38K | 0.15% | 71 |
|
|
2022
Q3 | $437K | Buy |
9,963
+673
| +7% | +$29.5K | 0.13% | 75 |
|
|
2022
Q2 | $426K | Buy |
9,290
+993
| +12% | +$45.5K | 0.14% | 72 |
|
|
2022
Q1 | $378K | Buy |
8,297
+1,161
| +16% | +$52.9K | 0.11% | 78 |
|
|
2021
Q4 | $384K | Buy |
7,136
+778
| +12% | +$41.9K | 0.11% | 82 |
|
|
2021
Q3 | $345K | Buy |
6,358
+255
| +4% | +$13.8K | 0.11% | 86 |
|
|
2021
Q2 | $357K | Buy |
6,103
+743
| +14% | +$43.5K | 0.11% | 82 |
|
|
2021
Q1 | $299K | Buy |
5,360
+421
| +9% | +$23.5K | 0.1% | 90 |
|
|
2020
Q4 | $298K | Sell |
4,939
-234
| -5% | -$14.1K | 0.11% | 83 |
|
|
2020
Q3 | $319K | Buy |
5,173
+277
| +6% | +$17.1K | 0.12% | 74 |
|
|
2020
Q2 | $269K | Buy |
4,896
+330
| +7% | +$18.1K | 0.11% | 79 |
|
|
2020
Q1 | $231K | Buy |
4,566
+603
| +15% | +$30.5K | 0.11% | 83 |
|
|
2019
Q4 | $227K | Sell |
3,963
-455
| -10% | -$26.1K | 0.1% | 97 |
|
|
2019
Q3 | $266K | Buy |
4,418
+186
| +4% | +$11.2K | 0.13% | 81 |
|
|
2019
Q2 | $267K | Sell |
4,232
-50
| -1% | -$3.16K | 0.13% | 84 |
|
|
2019
Q1 | $247K | Sell |
4,282
-44
| -1% | -$2.54K | 0.12% | 87 |
|
|
2018
Q4 | $226K | Buy |
+4,326
| New | +$226K | 0.12% | 87 |
|