BOK Financial 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 | $30.6K | Hold |
500
| – | – | ﹤0.01% | 287 |
|
|
2025
Q1 | $29.8K | Sell |
500
-639
| -56% | -$38.1K | ﹤0.01% | 305 |
|
|
2024
Q4 | $64.6K | Hold |
1,139
| – | – | ﹤0.01% | 244 |
|
|
2024
Q3 | $74K | Hold |
1,139
| – | – | 0.01% | 231 |
|
|
2024
Q2 | $62.6K | Hold |
1,139
| – | – | ﹤0.01% | 235 |
|
|
2024
Q1 | $57.2K | Hold |
1,139
| – | – | ﹤0.01% | 247 |
|
|
2023
Q4 | $55.2K | Hold |
1,139
| – | – | ﹤0.01% | 234 |
|
|
2023
Q3 | $56.3K | Hold |
1,139
| – | – | ﹤0.01% | 222 |
|
|
2023
Q2 | $59.4K | Buy |
1,139
+139
| +14% | +$7.25K | ﹤0.01% | 218 |
|
|
2023
Q1 | $51.9K | Hold |
1,000
| – | – | ﹤0.01% | 240 |
|
|
2022
Q4 | $50.4K | Sell |
1,000
-7,034
| -88% | -$354K | ﹤0.01% | 233 |
|
|
2022
Q3 | $352K | Hold |
8,034
| – | – | 0.03% | 139 |
|
|
2022
Q2 | $368K | Sell |
8,034
-145
| -2% | -$6.64K | 0.03% | 142 |
|
|
2022
Q1 | $373K | Sell |
8,179
-200
| -2% | -$9.12K | 0.03% | 199 |
|
|
2021
Q4 | $451K | Buy |
+8,379
| New | +$451K | 0.03% | 179 |
|