WCBA
Weaver C. Barksdale & Associates’s Unilever UL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-29,298
| Closed | -$1.66M | – | 64 |
|
2024
Q4 | $1.66M | Sell |
29,298
-731
| -2% | -$41.5K | 1.59% | 36 |
|
2024
Q3 | $1.95M | Sell |
30,029
-1,136
| -4% | -$73.8K | 1.76% | 27 |
|
2024
Q2 | $1.71M | Sell |
31,165
-543
| -2% | -$29.9K | 1.63% | 34 |
|
2024
Q1 | $1.59M | Sell |
31,708
-286
| -0.9% | -$14.4K | 1.46% | 42 |
|
2023
Q4 | $1.55M | Sell |
31,994
-8,022
| -20% | -$389K | 1.52% | 39 |
|
2023
Q3 | $1.98M | Buy |
40,016
+6,373
| +19% | +$315K | 1.68% | 29 |
|
2023
Q2 | $1.75M | Sell |
33,643
-9,832
| -23% | -$513K | 1.73% | 28 |
|
2023
Q1 | $2.26M | Sell |
43,475
-2,101
| -5% | -$109K | 2.11% | 4 |
|
2022
Q4 | $2.29M | Buy |
45,576
+1,159
| +3% | +$58.4K | 2.02% | 12 |
|
2022
Q3 | $1.95M | Sell |
44,417
-1,591
| -3% | -$69.7K | 1.95% | 8 |
|
2022
Q2 | $2.11M | Buy |
+46,008
| New | +$2.11M | 1.96% | 7 |
|