Allen Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
19,350
+2
| +0% | +$122 | 0.83% | 27 |
|
|
2025
Q1 | $1.15M | Sell |
19,348
-150
| -0.8% | -$8.93K | 0.79% | 27 |
|
|
2024
Q4 | $1.11M | Sell |
19,498
-599
| -3% | -$34K | 0.79% | 27 |
|
|
2024
Q3 | $1.31M | Sell |
20,097
-751
| -4% | -$48.8K | 0.91% | 26 |
|
|
2024
Q2 | $1.15M | Sell |
20,848
-1,299
| -6% | -$71.4K | 1.02% | 25 |
|
|
2024
Q1 | $1.11M | Sell |
22,147
-27,673
| -56% | -$1.39M | 0.98% | 28 |
|
|
2023
Q4 | $2.42M | Buy |
+49,820
| New | +$2.42M | 2.37% | 9 |
|