WSTAM
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Wilbanks Smith & Thomas Asset Management’s Unilever UL Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,916
Closed -$237K – 539
2021
Q4 		$237K Sell
3,916
-80
-2% -$4.75K 0.01% 462
2021
Q3 		$244K Buy
3,996
+13
+0.3% +$828 0.01% 441
2021
Q2 		$262K Buy
3,983
+44
+1% +$2.93K 0.01% 425
2021
Q1 		$247K Sell
3,939
-593
-13% -$37.8K 0.01% 411
2020
Q4 		$308K Buy
+4,532
New +$307K 0.01% 329
2020
Q1 		– Sell
-3,148
Closed -$202K – 441
2019
Q4 		$202K Hold
3,148
– – 0.01% 397
2019
Q3 		$213K Sell
3,148
-14
-0.4% -$970 0.01% 390
2019
Q2 		$220K Buy
3,162
+6
+0.2% +$407 0.01% 385
2019
Q1 		$205K Buy
+3,156
New +$192K 0.01% 392
2018
Q4 		– Sell
-664
Closed -$41K – 1253
2018
Q3 		$41K Buy
+664
New +$41.9K ﹤0.01% 727

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GRQ
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State Farm Mutual Automobile Insurance
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GQG Partners
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FMI
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PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return