Aries 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
Q1 | – | Sell |
-5,219
| Closed | -$296K | – | 236 |
|
|
2024
Q4 | $296K | Sell |
5,219
-1,310
| -20% | -$74.3K | 0.08% | 179 |
|
|
2024
Q3 | $424K | Sell |
6,529
-200
| -3% | -$13K | 0.12% | 150 |
|
|
2024
Q2 | $370K | Hold |
6,729
| – | – | 0.12% | 143 |
|
|
2024
Q1 | $338K | Buy |
6,729
+200
| +3% | +$10K | 0.11% | 153 |
|
|
2023
Q4 | $317K | Buy |
6,529
+150
| +2% | +$7.27K | 0.11% | 149 |
|
|
2023
Q3 | $306K | Buy |
6,379
+200
| +3% | +$9.6K | 0.12% | 148 |
|
|
2023
Q2 | $322K | Sell |
6,179
-130
| -2% | -$6.78K | 0.12% | 145 |
|
|
2023
Q1 | $328K | Buy |
6,309
+700
| +12% | +$36.4K | 0.13% | 139 |
|
|
2022
Q4 | $282K | Buy |
+5,609
| New | +$282K | 0.12% | 151 |
|
|
2021
Q4 | – | Sell |
-4,040
| Closed | -$219K | – | 194 |
|
|
2021
Q3 | $219K | Hold |
4,040
| – | – | 0.09% | 163 |
|
|
2021
Q2 | $236K | Hold |
4,040
| – | – | 0.1% | 159 |
|
|
2021
Q1 | $229K | Hold |
4,040
| – | – | 0.1% | 156 |
|
|
2020
Q4 | $245K | Buy |
+4,040
| New | +$245K | 0.12% | 144 |
|
|
2019
Q3 | – | Sell |
-3,240
| Closed | -$205K | – | 166 |
|
|
2019
Q2 | $205K | Buy |
+3,240
| New | +$205K | 0.14% | 146 |
|