Bruce G. Allen Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Sell |
3,053
-343
| -10% | -$21K | 0.14% | 81 |
|
|
2025
Q1 | $202K | Sell |
3,396
-117
| -3% | -$6.97K | 0.16% | 73 |
|
|
2024
Q4 | $199K | Sell |
3,513
-123
| -3% | -$6.97K | 0.16% | 71 |
|
|
2024
Q3 | $236K | Buy |
3,636
+865
| +31% | +$56.2K | 0.18% | 66 |
|
|
2024
Q2 | $152K | Sell |
2,771
-386
| -12% | -$21.2K | 0.13% | 99 |
|
|
2024
Q1 | $158K | Buy |
3,157
+641
| +25% | +$32.2K | 0.13% | 94 |
|
|
2023
Q4 | $122K | Buy |
+2,516
| New | +$122K | 0.11% | 123 |
|