Atria Wealth Solutions’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Sell |
64,172
-11,463
| -15% | -$701K | 0.09% | 258 |
|
|
2025
Q1 | $4.51M | Buy |
75,635
+1,072
| +1% | +$63.9K | 0.05% | 367 |
|
|
2024
Q4 | $4.23M | Buy |
74,563
+5,197
| +7% | +$295K | 0.05% | 399 |
|
|
2024
Q3 | $4.51M | Buy |
69,366
+454
| +0.7% | +$29.5K | 0.05% | 375 |
|
|
2024
Q2 | $3.79M | Sell |
68,912
-2,081
| -3% | -$114K | 0.04% | 406 |
|
|
2024
Q1 | $3.56M | Buy |
70,993
+840
| +1% | +$42.2K | 0.04% | 437 |
|
|
2023
Q4 | $3.4M | Sell |
70,153
-585
| -0.8% | -$28.4K | 0.04% | 419 |
|
|
2023
Q3 | $3.49M | Buy |
70,738
+3,289
| +5% | +$162K | 0.05% | 389 |
|
|
2023
Q2 | $3.52M | Sell |
67,449
-4,530
| -6% | -$236K | 0.05% | 382 |
|
|
2023
Q1 | $3.74M | Buy |
71,979
+582
| +0.8% | +$30.2K | 0.06% | 342 |
|
|
2022
Q4 | $3.59M | Buy |
71,397
+6,742
| +10% | +$339K | 0.06% | 336 |
|
|
2022
Q3 | $2.83M | Buy |
64,655
+17,338
| +37% | +$760K | 0.05% | 362 |
|
|
2022
Q2 | $2.17M | Buy |
47,317
+2,367
| +5% | +$109K | 0.04% | 399 |
|
|
2022
Q1 | $2.05M | Buy |
+44,950
| New | +$2.05M | 0.03% | 475 |
|