Center for Financial 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 | $6.91K | Hold |
113
| – | – | ﹤0.01% | 491 |
|
|
2025
Q1 | $6.73K | Hold |
113
| – | – | ﹤0.01% | 509 |
|
|
2024
Q4 | $6.41K | Buy |
+113
| New | +$6.41K | ﹤0.01% | 469 |
|
|
2021
Q2 | – | Sell |
-205
| Closed | -$11K | – | 541 |
|
|
2021
Q1 | $11K | Buy |
+205
| New | +$11K | ﹤0.01% | 377 |
|
|
2020
Q4 | – | Sell |
-102
| Closed | -$6K | – | 487 |
|
|
2020
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 351 |
|
|
2020
Q2 | $6K | Sell |
102
-82
| -45% | -$4.82K | ﹤0.01% | 351 |
|
|
2020
Q1 | $9K | Buy |
184
+82
| +80% | +$4.01K | ﹤0.01% | 353 |
|
|
2019
Q4 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 356 |
|