BCGM 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 | $904K | Buy |
14,773
+366
| +3% | +$22.4K | 0.25% | 78 |
|
2025
Q1 | $858K | Buy |
14,407
+1,231
| +9% | +$73.3K | 0.26% | 77 |
|
2024
Q4 | $747K | Sell |
13,176
-835
| -6% | -$47.3K | 0.24% | 81 |
|
2024
Q3 | $910K | Buy |
14,011
+139
| +1% | +$9.03K | 0.3% | 71 |
|
2024
Q2 | $763K | Sell |
13,872
-942
| -6% | -$51.8K | 0.26% | 76 |
|
2024
Q1 | $744K | Sell |
14,814
-1,013
| -6% | -$50.8K | 0.27% | 72 |
|
2023
Q4 | $767K | Buy |
15,827
+706
| +5% | +$34.2K | 0.31% | 64 |
|
2023
Q3 | $747K | Buy |
15,121
+2,427
| +19% | +$120K | 0.34% | 61 |
|
2023
Q2 | $662K | Buy |
12,694
+939
| +8% | +$49K | 0.29% | 62 |
|
2023
Q1 | $610K | Buy |
+11,755
| New | +$610K | 0.31% | 61 |
|