Aurora Private Wealth’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
4,482
+375
+9% +$22.9K 0.2% 126
2025
Q1
$245K Sell
4,107
-98
-2% -$5.85K 0.2% 123
2024
Q4
$238K Sell
4,205
-202
-5% -$11.4K 0.18% 129
2024
Q3
$286K Sell
4,407
-115
-3% -$7.46K 0.22% 110
2024
Q2
$249K Buy
4,522
+53
+1% +$2.92K 0.22% 121
2024
Q1
$224K Sell
4,469
-149
-3% -$7.47K 0.19% 137
2023
Q4
$224K Sell
4,618
-137
-3% -$6.65K 0.21% 134
2023
Q3
$235K Buy
+4,755
New +$235K 0.26% 112
2023
Q2
Sell
-4,797
Closed -$249K 152
2023
Q1
$249K Sell
4,797
-21
-0.4% -$1.09K 0.27% 117
2022
Q4
$243K Hold
4,818
0.28% 114
2022
Q3
$211K Sell
4,818
-148
-3% -$6.48K 0.1% 153
2022
Q2
$228K Buy
+4,966
New +$228K 0.1% 149