Brandywine Oak Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,497
| Closed | -$204K | – | 344 |
|
|
2022
Q1 | $204K | Sell |
4,497
-350
| -7% | -$15.9K | 0.02% | 331 |
|
|
2021
Q4 | $260K | Hold |
4,847
| – | – | 0.03% | 299 |
|
|
2021
Q3 | $262K | Sell |
4,847
-40
| -0.8% | -$2.16K | 0.03% | 280 |
|
|
2021
Q2 | $285K | Buy |
+4,887
| New | +$285K | 0.03% | 255 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$3K | – | 595 |
|
|
2018
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 630 |
|