Arete Wealth 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 | $269K | Buy |
4,391
+120
| +3% | +$7.35K | 0.02% | 599 |
|
|
2025
Q1 | $254K | Sell |
4,271
-260
| -6% | -$15.5K | 0.02% | 599 |
|
|
2024
Q4 | $257K | Sell |
4,531
-689
| -13% | -$39.1K | 0.02% | 611 |
|
|
2024
Q3 | $338K | Sell |
5,220
-1,989
| -28% | -$129K | 0.03% | 485 |
|
|
2024
Q2 | $396K | Buy |
+7,209
| New | +$396K | 0.03% | 446 |
|
|
2024
Q1 | – | Sell |
-5,990
| Closed | -$290K | – | 714 |
|
|
2023
Q4 | $290K | Buy |
5,990
+78
| +1% | +$3.78K | 0.02% | 558 |
|
|
2023
Q3 | $292K | Buy |
+5,912
| New | +$292K | 0.05% | 349 |
|