Colonial Trust Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.2K | Hold |
1,050
| – | – | 0.01% | 306 |
|
|
2025
Q1 | $62.5K | Sell |
1,050
-150
| -13% | -$8.93K | 0.01% | 309 |
|
|
2024
Q4 | $68K | Sell |
1,200
-172
| -13% | -$9.75K | 0.01% | 283 |
|
|
2024
Q3 | $89.2K | Hold |
1,372
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $75.5K | Sell |
1,372
-174
| -11% | -$9.57K | 0.01% | 279 |
|
|
2024
Q1 | $77.6K | Buy |
1,546
+174
| +13% | +$8.74K | 0.01% | 273 |
|
|
2023
Q4 | $66.5K | Sell |
1,372
-3,735
| -73% | -$181K | 0.01% | 282 |
|
|
2023
Q3 | $252K | Hold |
5,107
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $266K | Hold |
5,107
| – | – | 0.03% | 168 |
|
|
2023
Q1 | $265K | Hold |
5,107
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $257K | Hold |
5,107
| – | – | 0.03% | 181 |
|
|
2022
Q3 | $224K | Buy |
+5,107
| New | +$224K | 0.03% | 180 |
|