Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Buy |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $70K | Buy |
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|
2024
Q3 | $8.77K | Sell |
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|
2024
Q2 | $12.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.5K | Sell |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $182K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.81M | Buy |
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|
2018
Q1 | $2.39M | Sell |
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|
2017
Q4 | $2.63M | Buy |
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|
2017
Q3 | $2.41M | Buy |
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|
2017
Q2 | $2.14M | Sell |
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|
2017
Q1 | $2.02M | Buy |
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|
2016
Q4 | $236K | Sell |
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|
2016
Q3 | $1.15M | Buy |
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