Aprio 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 | $692K | Buy |
11,316
+496
| +5% | +$30.3K | 0.08% | 148 |
|
|
2025
Q1 | $644K | Buy |
10,820
+2,045
| +23% | +$122K | 0.08% | 148 |
|
|
2024
Q4 | $498K | Buy |
8,775
+1,388
| +19% | +$78.7K | 0.07% | 137 |
|
|
2024
Q3 | $480K | Sell |
7,387
-617
| -8% | -$40.1K | 0.08% | 128 |
|
|
2024
Q2 | $440K | Buy |
+8,004
| New | +$440K | 0.08% | 116 |
|
|
2024
Q1 | – | Sell |
-4,297
| Closed | -$208K | – | 261 |
|
|
2023
Q4 | $208K | Buy |
+4,297
| New | +$208K | 0.05% | 181 |
|