Alliance Wealth Advisors (Utah)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Buy |
25,299
+128
| +0.5% | +$7.83K | 0.37% | 75 |
|
2025
Q1 | $1.5M | Sell |
25,171
-1,465
| -6% | -$87.2K | 0.39% | 78 |
|
2024
Q4 | $1.51M | Buy |
26,636
+218
| +0.8% | +$12.4K | 0.39% | 79 |
|
2024
Q3 | $1.72M | Sell |
26,418
-922
| -3% | -$59.9K | 0.45% | 69 |
|
2024
Q2 | $1.5M | Buy |
27,340
+268
| +1% | +$14.7K | 0.44% | 66 |
|
2024
Q1 | $1.36M | Buy |
27,072
+7,455
| +38% | +$374K | 0.41% | 70 |
|
2023
Q4 | $951K | Sell |
19,617
-1,127
| -5% | -$54.6K | 0.32% | 79 |
|
2023
Q3 | $1.02M | Buy |
20,744
+520
| +3% | +$25.7K | 0.38% | 67 |
|
2023
Q2 | $1.05M | Buy |
20,224
+1,398
| +7% | +$72.9K | 0.39% | 66 |
|
2023
Q1 | $978K | Buy |
18,826
+621
| +3% | +$32.2K | 0.39% | 66 |
|
2022
Q4 | $917K | Buy |
+18,205
| New | +$917K | 0.41% | 67 |
|