Aevitas Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $438K | Buy |
8,703
+20
| +0.2% | +$1.01K | 0.26% | 80 |
|
|
2022
Q3 | $381K | Buy |
8,683
+29
| +0.3% | +$1.27K | 0.29% | 79 |
|
|
2022
Q2 | $397K | Buy |
8,654
+31
| +0.4% | +$1.42K | 0.27% | 79 |
|
|
2022
Q1 | $393K | Sell |
8,623
-4,050
| -32% | -$185K | 0.24% | 84 |
|
|
2021
Q4 | $682K | Sell |
12,673
-1,511
| -11% | -$81.3K | 0.41% | 62 |
|
|
2021
Q3 | $769K | Sell |
14,184
-353
| -2% | -$19.1K | 0.49% | 59 |
|
|
2021
Q2 | $850K | Buy |
14,537
+44
| +0.3% | +$2.57K | 0.54% | 52 |
|
|
2021
Q1 | $809K | Buy |
14,493
+47
| +0.3% | +$2.62K | 0.56% | 51 |
|
|
2020
Q4 | $872K | Buy |
14,446
+2,720
| +23% | +$164K | 0.64% | 42 |
|
|
2020
Q3 | $723K | Buy |
11,726
+29
| +0.2% | +$1.79K | 0.6% | 47 |
|
|
2020
Q2 | $642K | Sell |
11,697
-171
| -1% | -$9.39K | 0.59% | 47 |
|
|
2020
Q1 | $600K | Sell |
11,868
-976
| -8% | -$49.3K | 0.67% | 44 |
|
|
2019
Q4 | $734K | Buy |
12,844
+21
| +0.2% | +$1.2K | 0.69% | 42 |
|
|
2019
Q3 | $771K | Buy |
12,823
+720
| +6% | +$43.3K | 0.77% | 38 |
|
|
2019
Q2 | $750K | Buy |
12,103
+20
| +0.2% | +$1.24K | 0.75% | 41 |
|
|
2019
Q1 | $697K | Buy |
12,083
+20
| +0.2% | +$1.15K | 0.62% | 46 |
|
|
2018
Q4 | $630K | Buy |
12,063
+22
| +0.2% | +$1.15K | 0.64% | 45 |
|
|
2018
Q3 | $662K | Sell |
12,041
-379
| -3% | -$20.8K | 0.6% | 46 |
|
|
2018
Q2 | $687K | Buy |
12,420
+23
| +0.2% | +$1.27K | 0.67% | 45 |
|
|
2018
Q1 | $689K | Buy |
12,397
+21
| +0.2% | +$1.17K | 0.69% | 46 |
|
|
2017
Q4 | $685K | Buy |
+12,376
| New | +$685K | 0.65% | 46 |
|