BSW Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
8,428
+955
| +13% | +$58.4K | 0.07% | 155 |
|
|
2025
Q1 | $445K | Sell |
7,473
-498
| -6% | -$29.7K | 0.07% | 171 |
|
|
2024
Q4 | $452K | Buy |
7,971
+292
| +4% | +$16.6K | 0.07% | 179 |
|
|
2024
Q3 | $499K | Buy |
7,679
+101
| +1% | +$6.56K | 0.07% | 146 |
|
|
2024
Q2 | $417K | Buy |
7,578
+71
| +0.9% | +$3.9K | 0.07% | 153 |
|
|
2024
Q1 | $377K | Buy |
7,507
+914
| +14% | +$45.9K | 0.06% | 176 |
|
|
2023
Q4 | $320K | Buy |
+6,593
| New | +$320K | 0.06% | 197 |
|
|
2023
Q2 | – | Sell |
-20,272
| Closed | -$1.05M | – | 317 |
|
|
2023
Q1 | $1.05M | Sell |
20,272
-2,685
| -12% | -$139K | 0.22% | 62 |
|
|
2022
Q4 | $1.16M | Buy |
22,957
+1,725
| +8% | +$86.9K | 0.25% | 60 |
|
|
2022
Q3 | $931K | Buy |
21,232
+1,080
| +5% | +$47.4K | 0.23% | 55 |
|
|
2022
Q2 | $924K | Buy |
20,152
+2,796
| +16% | +$128K | 0.22% | 62 |
|
|
2022
Q1 | $791K | Buy |
17,356
+5,238
| +43% | +$239K | 0.2% | 77 |
|
|
2021
Q4 | $652K | Sell |
12,118
-1,132
| -9% | -$60.9K | 0.16% | 94 |
|
|
2021
Q3 | $718K | Buy |
13,250
+2,475
| +23% | +$134K | 0.2% | 63 |
|
|
2021
Q2 | $630K | Buy |
10,775
+2,220
| +26% | +$130K | 0.17% | 79 |
|
|
2021
Q1 | $478K | Buy |
8,555
+867
| +11% | +$48.4K | 0.14% | 91 |
|
|
2020
Q4 | $464K | Buy |
+7,688
| New | +$464K | 0.14% | 87 |
|