Axxcess 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 | $1.05M | Sell |
17,153
-977
| -5% | -$59.8K | 0.02% | 414 |
|
|
2025
Q1 | $1.08M | Buy |
18,130
+3,649
| +25% | +$217K | 0.03% | 374 |
|
|
2024
Q4 | $821K | Buy |
14,481
+5,059
| +54% | +$287K | 0.02% | 440 |
|
|
2024
Q3 | $612K | Buy |
9,422
+1,163
| +14% | +$75.6K | 0.02% | 503 |
|
|
2024
Q2 | $454K | Buy |
+8,259
| New | +$454K | 0.01% | 541 |
|