Chemistry Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,546
| Closed | -$525K | – | 182 |
|
|
2024
Q2 | $525K | Buy |
9,546
+5
| +0.1% | +$275 | 0.14% | 95 |
|
|
2024
Q1 | $479K | Sell |
9,541
-1,120
| -11% | -$56.2K | 0.13% | 102 |
|
|
2023
Q4 | $517K | Sell |
10,661
-1,000
| -9% | -$48.5K | 0.16% | 89 |
|
|
2023
Q3 | $576K | Sell |
11,661
-650
| -5% | -$32.1K | 0.19% | 81 |
|
|
2023
Q2 | $642K | Buy |
12,311
+6
| +0% | +$313 | 0.21% | 77 |
|
|
2023
Q1 | $639K | Buy |
12,305
+683
| +6% | +$35.5K | 0.22% | 77 |
|
|
2022
Q4 | $585K | Sell |
11,622
-4,042
| -26% | -$204K | 0.23% | 72 |
|
|
2022
Q3 | $687K | Sell |
15,664
-723
| -4% | -$31.7K | 0.27% | 60 |
|
|
2022
Q2 | $751K | Buy |
16,387
+981
| +6% | +$45K | 0.29% | 62 |
|
|
2022
Q1 | $702K | Buy |
+15,406
| New | +$702K | 0.24% | 67 |
|