Benjamin Edwards Inc’s Unilever UL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.61M | Buy |
42,727
+17,470
| +69% | +$1.07M | 0.03% | 405 |
|
2025
Q1 | $1.5M | Buy |
25,257
+1,766
| +8% | +$105K | 0.02% | 484 |
|
2024
Q4 | $1.33M | Buy |
23,491
+5,197
| +28% | +$295K | 0.02% | 531 |
|
2024
Q3 | $1.19M | Buy |
+18,294
| New | +$1.19M | 0.02% | 548 |
|
2021
Q1 | – | Sell |
-892
| Closed | -$54K | – | 398 |
|
2020
Q4 | $54K | Sell |
892
-25
| -3% | -$1.51K | 0.04% | 245 |
|
2020
Q3 | $57K | Buy |
917
+784
| +589% | +$48.7K | 0.05% | 207 |
|
2020
Q2 | $7K | Hold |
133
| – | – | 0.01% | 318 |
|
2020
Q1 | $7K | Buy |
+133
| New | +$7K | 0.01% | 308 |
|