Avalon Trust’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Hold |
600
| – | – | ﹤0.01% | 284 |
|
|
2025
Q1 | $35.7K | Sell |
600
-1,000
| -63% | -$59.6K | ﹤0.01% | 290 |
|
|
2024
Q4 | $90.7K | Buy |
1,600
+1,000
| +167% | +$56.7K | 0.01% | 176 |
|
|
2024
Q3 | $39K | Hold |
600
| – | – | ﹤0.01% | 234 |
|
|
2024
Q2 | $33K | Sell |
600
-3,150
| -84% | -$173K | ﹤0.01% | 238 |
|
|
2024
Q1 | $188K | Hold |
3,750
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $182K | Sell |
3,750
-700
| -16% | -$33.9K | 0.02% | 129 |
|
|
2023
Q3 | $220K | Sell |
4,450
-1,150
| -21% | -$56.8K | 0.02% | 111 |
|
|
2023
Q2 | $292K | Sell |
5,600
-900
| -14% | -$46.9K | 0.03% | 104 |
|
|
2023
Q1 | $338K | Buy |
+6,500
| New | +$338K | 0.03% | 98 |
|