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