Avidian Wealth Enterprises’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
18,366
-431
-2% -$26.4K 0.05% 190
2025
Q1
$1.12M Sell
18,797
-77
-0.4% -$4.59K 0.05% 182
2024
Q4
$1.07M Sell
18,874
-249
-1% -$14.1K 0.05% 177
2024
Q3
$1.24M Sell
19,123
-1,502
-7% -$97.6K 0.06% 158
2024
Q2
$1.13M Buy
20,625
+301
+1% +$16.6K 0.05% 161
2024
Q1
$1.02M Sell
20,324
-1,292
-6% -$64.8K 0.05% 152
2023
Q4
$1.05M Buy
21,616
+216
+1% +$10.5K 0.06% 160
2023
Q3
$1.06M Sell
21,400
-11,063
-34% -$547K 0.07% 154
2023
Q2
$1.69M Buy
32,463
+1,038
+3% +$54.1K 0.11% 124
2023
Q1
$1.63M Buy
31,425
+4,191
+15% +$218K 0.09% 151
2022
Q4
$1.37M Sell
27,234
-4,975
-15% -$250K 0.09% 141
2022
Q3
$1.41M Sell
32,209
-217
-0.7% -$9.51K 0.1% 123
2022
Q2
$1.49M Buy
32,426
+3,230
+11% +$148K 0.11% 128
2022
Q1
$1.33M Buy
29,196
+3,359
+13% +$153K 0.08% 152
2021
Q4
$1.39M Buy
25,837
+4,734
+22% +$255K 0.09% 146
2021
Q3
$1.14M Buy
21,103
+3,722
+21% +$202K 0.09% 121
2021
Q2
$1.02M Buy
17,381
+1,609
+10% +$94.1K 0.08% 130
2021
Q1
$881K Buy
15,772
+2,540
+19% +$142K 0.08% 131
2020
Q4
$799K Buy
+13,232
New +$799K 0.08% 130