Bogart Wealth LLC’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Hold |
676
| – | – | ﹤0.01% | 480 |
|
|
2025
Q1 | $40.3K | Buy |
676
+3
| +0.4% | +$179 | ﹤0.01% | 457 |
|
|
2024
Q4 | $38.2K | Hold |
673
| – | – | ﹤0.01% | 458 |
|
|
2024
Q3 | $43.7K | Hold |
673
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $37K | Sell |
673
-36
| -5% | -$1.98K | ﹤0.01% | 450 |
|
|
2024
Q1 | $35.6K | Hold |
709
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $34.4K | Sell |
709
-147
| -17% | -$7.13K | ﹤0.01% | 428 |
|
|
2023
Q3 | $42.3K | Hold |
856
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $44.6K | Sell |
856
-80
| -9% | -$4.17K | ﹤0.01% | 346 |
|
|
2023
Q1 | $48.6K | Sell |
936
-6
| -0.6% | -$312 | ﹤0.01% | 324 |
|
|
2022
Q4 | $47.4K | Sell |
942
-33
| -3% | -$1.66K | ﹤0.01% | 307 |
|
|
2022
Q3 | $43K | Hold |
975
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $45K | Buy |
975
+680
| +231% | +$31.4K | ﹤0.01% | 295 |
|
|
2022
Q1 | $13K | Sell |
295
-36
| -11% | -$1.59K | ﹤0.01% | 455 |
|
|
2021
Q4 | $18K | Buy |
331
+111
| +50% | +$6.04K | ﹤0.01% | 389 |
|
|
2021
Q3 | $12K | Buy |
220
+147
| +201% | +$8.02K | ﹤0.01% | 442 |
|
|
2021
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 345 |
|
|
2019
Q4 | $4K | Sell |
73
-2
| -3% | -$110 | ﹤0.01% | 340 |
|
|
2019
Q3 | $5K | Hold |
75
| – | – | ﹤0.01% | 303 |
|
|
2019
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 293 |
|
|
2019
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 293 |
|
|
2018
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 283 |
|
|
2018
Q2 | $4K | Sell |
75
-27
| -26% | -$1.44K | ﹤0.01% | 297 |
|
|
2018
Q1 | $6K | Sell |
102
-37
| -27% | -$2.18K | ﹤0.01% | 272 |
|
|
2017
Q4 | $8K | Hold |
139
| – | – | 0.01% | 251 |
|
|
2017
Q3 | $8K | Buy |
+139
| New | +$8K | 0.01% | 251 |
|