BKM 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 | – | Sell |
-13,171
| Closed | -$784K | – | 159 |
|
|
2025
Q1 | $784K | Buy |
13,171
+682
| +5% | +$40.6K | 0.32% | 79 |
|
|
2024
Q4 | $708K | Sell |
12,489
-82
| -0.7% | -$4.65K | 0.29% | 83 |
|
|
2024
Q3 | $817K | Sell |
12,571
-1,096
| -8% | -$71.2K | 0.33% | 80 |
|
|
2024
Q2 | $752K | Sell |
13,667
-38
| -0.3% | -$2.09K | 0.36% | 82 |
|
|
2024
Q1 | $688K | Buy |
13,705
+4,114
| +43% | +$206K | 0.3% | 86 |
|
|
2023
Q4 | $465K | Buy |
+9,591
| New | +$465K | 0.2% | 101 |
|