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 |
|