Beverly Hills Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
9,663
+115
| +1% | +$7.03K | 0.11% | 158 |
|
|
2025
Q1 | $569K | Buy |
9,548
+72
| +0.8% | +$4.29K | 0.11% | 156 |
|
|
2024
Q4 | $537K | Sell |
9,476
-1,125
| -11% | -$63.8K | 0.11% | 162 |
|
|
2024
Q3 | $689K | Sell |
10,601
-1,949
| -16% | -$127K | 0.14% | 150 |
|
|
2024
Q2 | $690K | Sell |
12,550
-1,634
| -12% | -$89.9K | 0.15% | 144 |
|
|
2024
Q1 | $712K | Buy |
14,184
+3,382
| +31% | +$170K | 0.16% | 139 |
|
|
2023
Q4 | $524K | Sell |
10,802
-3,394
| -24% | -$165K | 0.14% | 159 |
|
|
2023
Q3 | $701K | Sell |
14,196
-14,439
| -50% | -$713K | 0.21% | 107 |
|
|
2023
Q2 | $1.49M | Buy |
28,635
+15,317
| +115% | +$795K | 0.24% | 95 |
|
|
2023
Q1 | $692K | Buy |
13,318
+4,393
| +49% | +$228K | 0.21% | 107 |
|
|
2022
Q4 | $449K | Buy |
+8,925
| New | +$449K | 0.2% | 118 |
|