Traverso Chambers 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $507K | Sell |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $357K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $319K | Buy |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $266K | Buy |
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|
2019
Q2 | $267K | Sell |
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|
2019
Q1 | $247K | Sell |
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|
2018
Q4 | $226K | Buy |
|