Annis Gardner Whiting Capital Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5K | Buy |
972
+848
| +684% | +$51.9K | 0.02% | 387 |
|
|
2025
Q1 | $7.39K | Hold |
124
| – | – | ﹤0.01% | 584 |
|
|
2024
Q4 | $7.03K | Hold |
124
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $8.06K | Hold |
124
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $6.82K | Hold |
124
| – | – | ﹤0.01% | 733 |
|
|
2024
Q1 | $6.22K | Hold |
124
| – | – | ﹤0.01% | 739 |
|
|
2023
Q4 | $6.01K | Hold |
124
| – | – | ﹤0.01% | 524 |
|
|
2023
Q3 | $6.13K | Buy |
+124
| New | +$6.13K | ﹤0.01% | 509 |
|