Capital Wealth Planning’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
+67,694
| New | +$4.14M | 0.03% | 68 |
|
|
2023
Q4 | – | Sell |
-13,116
| Closed | -$648K | – | 164 |
|
|
2023
Q3 | $648K | Buy |
13,116
+4,060
| +45% | +$201K | 0.01% | 89 |
|
|
2023
Q2 | $472K | Sell |
9,056
-283
| -3% | -$14.8K | 0.01% | 100 |
|
|
2023
Q1 | $485K | Buy |
+9,339
| New | +$485K | 0.01% | 89 |
|
|
2020
Q2 | – | Sell |
-5,023
| Closed | -$254K | – | 203 |
|
|
2020
Q1 | $254K | Sell |
5,023
-374
| -7% | -$18.9K | 0.02% | 184 |
|
|
2019
Q4 | $309K | Hold |
5,397
| – | – | 0.02% | 146 |
|
|
2019
Q3 | $322K | Buy |
5,397
+511
| +10% | +$30.5K | 0.02% | 178 |
|
|
2019
Q2 | $303K | Buy |
+4,886
| New | +$303K | 0.02% | 180 |
|