Avior 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
Q2
$441K Buy
7,209
+6,478
+886% +$396K 0.02% 463
2025
Q1
$43.5K Sell
731
-10,199
-93% -$607K ﹤0.01% 711
2024
Q4
$620K Sell
10,930
-471
-4% -$26.7K 0.02% 392
2024
Q3
$741K Sell
11,401
-4,436
-28% -$288K 0.03% 353
2024
Q2
$871K Sell
15,837
-877
-5% -$48.2K 0.04% 301
2024
Q1
$839K Buy
16,714
+1,107
+7% +$55.6K 0.04% 328
2023
Q4
$757K Buy
15,607
+3
+0% +$145 0.05% 253
2023
Q3
$771K Buy
15,604
+6
+0% +$296 0.05% 237
2023
Q2
$813K Sell
15,598
-1,998
-11% -$104K 0.05% 229
2023
Q1
$914K Buy
17,596
+300
+2% +$15.6K 0.06% 214
2022
Q4
$871K Hold
17,296
0.07% 205
2022
Q3
$757K Buy
17,296
+196
+1% +$8.58K 0.06% 203
2022
Q2
$783K Hold
17,100
0.08% 181
2022
Q1
$779K Buy
17,100
+2,200
+15% +$100K 0.07% 209
2021
Q4
$801K Hold
14,900
0.07% 236
2021
Q3
$807K Hold
14,900
0.07% 223
2021
Q2
$871K Buy
14,900
+5,000
+51% +$292K 0.09% 201
2021
Q1
$552K Buy
+9,900
New +$552K 0.06% 277