Carr Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
3,835
-695
| -15% | -$42.5K | 0.07% | 169 |
|
|
2025
Q1 | $270K | Buy |
4,530
+10
| +0.2% | +$595 | 0.09% | 147 |
|
|
2024
Q4 | $256K | Sell |
4,520
-12
| -0.3% | -$680 | 0.08% | 159 |
|
|
2024
Q3 | $294K | Buy |
4,532
+8
| +0.2% | +$520 | 0.09% | 157 |
|
|
2024
Q2 | $249K | Buy |
4,524
+31
| +0.7% | +$1.71K | 0.08% | 165 |
|
|
2024
Q1 | $226K | Buy |
4,493
+2
| +0% | +$100 | 0.08% | 169 |
|
|
2023
Q4 | $218K | Buy |
4,491
+2
| +0% | +$97 | 0.08% | 157 |
|
|
2023
Q3 | $214K | Sell |
4,489
-312
| -6% | -$14.9K | 0.08% | 158 |
|
|
2023
Q2 | $250K | Buy |
4,801
+2
| +0% | +$104 | 0.1% | 150 |
|
|
2023
Q1 | $249K | Buy |
4,799
+2
| +0% | +$104 | 0.11% | 148 |
|
|
2022
Q4 | $242K | Buy |
+4,797
| New | +$242K | 0.13% | 145 |
|