Capital Advantage’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
4,292
+24
| +0.6% | +$1.47K | 0.04% | 120 |
|
|
2025
Q1 | $242K | Hold |
4,268
| – | – | 0.04% | 125 |
|
|
2024
Q4 | $242K | Buy |
+4,268
| New | +$242K | 0.04% | 125 |
|
|
2021
Q2 | – | Sell |
-6,867
| Closed | -$383K | – | 100 |
|
|
2021
Q1 | $383K | Buy |
6,867
+1,045
| +18% | +$58.3K | 0.1% | 76 |
|
|
2020
Q4 | $353K | Buy |
5,822
+2,104
| +57% | +$128K | 0.11% | 77 |
|
|
2020
Q3 | $231K | Buy |
+3,718
| New | +$231K | 0.08% | 82 |
|