Abundance Wealth Counselors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
25,665
+482
| +2% | +$28.8K | 0.29% | 62 |
|
|
2025
Q1 | $1.47M | Buy |
25,183
+3,287
| +15% | +$192K | 0.31% | 61 |
|
|
2024
Q4 | $1.24M | Buy |
21,896
+335
| +2% | +$19K | 0.27% | 59 |
|
|
2024
Q3 | $1.4M | Buy |
+21,561
| New | +$1.4M | 0.29% | 62 |
|
|
2024
Q2 | – | Sell |
-18,788
| Closed | -$943K | – | 145 |
|
|
2024
Q1 | $943K | Buy |
18,788
+2,923
| +18% | +$147K | 0.22% | 74 |
|
|
2023
Q4 | $769K | Buy |
15,865
+1,712
| +12% | +$83K | 0.2% | 82 |
|
|
2023
Q3 | $699K | Buy |
+14,153
| New | +$699K | 0.2% | 77 |
|
|
2023
Q2 | – | Sell |
-12,987
| Closed | -$674K | – | 140 |
|
|
2023
Q1 | $674K | Buy |
12,987
+3,746
| +41% | +$194K | 0.17% | 87 |
|
|
2022
Q4 | $465K | Buy |
9,241
+904
| +11% | +$45.5K | 0.13% | 97 |
|
|
2022
Q3 | $365K | Buy |
8,337
+1,058
| +15% | +$46.3K | 0.1% | 99 |
|
|
2022
Q2 | $334K | Buy |
7,279
+549
| +8% | +$25.2K | 0.09% | 109 |
|
|
2022
Q1 | $307K | Buy |
6,730
+518
| +8% | +$23.6K | 0.08% | 114 |
|
|
2021
Q4 | $334K | Buy |
+6,212
| New | +$334K | 0.09% | 96 |
|
|
2021
Q3 | – | Sell |
-5,745
| Closed | -$336K | – | 104 |
|
|
2021
Q2 | $336K | Sell |
5,745
-7,651
| -57% | -$447K | 0.09% | 88 |
|
|
2021
Q1 | $748K | Buy |
13,396
+1,922
| +17% | +$107K | 0.19% | 58 |
|
|
2020
Q4 | $693K | Buy |
+11,474
| New | +$693K | 0.17% | 56 |
|