WR Wealth Planners’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$809K Sell
2024
Q3
$1.04M Buy
2024
Q2
$847K Buy
2024
Q1
$658K Buy
2023
Q4
$592K Buy
2023
Q3
$533K Buy
2023
Q2
$549K Buy
2023
Q1
$528K Buy
2022
Q4
$439K Buy
2022
Q3
$2.85K Hold
2022
Q2
$2.98K Hold
2022
Q1
$2.96K Buy