Wescott Financial Advisory Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $538K | Hold |
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|
2024
Q4 | $512K | Hold |
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|
2024
Q3 | $587K | Sell |
|
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|
2024
Q2 | $563K | Buy |
|
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|
2024
Q1 | $510K | Sell |
|
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|
2023
Q4 | $535K | Hold |
|
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|
2023
Q3 | $545K | Hold |
|
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $586K | Buy |
|
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $475K | Hold |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $490K | Buy |
|