Concord Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.3K | Hold |
1,574
| – | – | 0.01% | 271 |
|
|
2025
Q1 | $93.7K | Hold |
1,574
| – | – | 0.02% | 252 |
|
|
2024
Q4 | $89.2K | Sell |
1,574
-95
| -6% | -$5.39K | 0.01% | 262 |
|
|
2024
Q3 | $108K | Buy |
1,669
+269
| +19% | +$17.5K | 0.02% | 255 |
|
|
2024
Q2 | $77K | Sell |
1,400
-247
| -15% | -$13.6K | 0.01% | 262 |
|
|
2024
Q1 | $82.7K | Buy |
1,647
+247
| +18% | +$12.4K | 0.01% | 289 |
|
|
2023
Q4 | $67.9K | Sell |
1,400
-963
| -41% | -$46.7K | 0.01% | 316 |
|
|
2023
Q3 | $117K | Sell |
2,363
-200
| -8% | -$9.88K | 0.02% | 262 |
|
|
2023
Q2 | $134K | Buy |
2,563
+147
| +6% | +$7.66K | 0.03% | 238 |
|
|
2023
Q1 | $125K | Sell |
2,416
-147
| -6% | -$7.63K | 0.04% | 223 |
|
|
2022
Q4 | $129K | Buy |
+2,563
| New | +$129K | 0.04% | 212 |
|
|
2022
Q3 | – | Sell |
-3,024
| Closed | -$139K | – | 1089 |
|
|
2022
Q2 | $139K | Sell |
3,024
-86
| -3% | -$3.95K | 0.04% | 211 |
|
|
2022
Q1 | $142K | Sell |
3,110
-400
| -11% | -$18.3K | 0.04% | 236 |
|
|
2021
Q4 | $189K | Buy |
3,510
+90
| +3% | +$4.85K | 0.05% | 197 |
|
|
2021
Q3 | $185K | Sell |
3,420
-400
| -10% | -$21.6K | 0.08% | 93 |
|
|
2021
Q2 | $223K | Hold |
3,820
| – | – | 0.06% | 128 |
|
|
2021
Q1 | $213K | Buy |
3,820
+26
| +0.7% | +$1.45K | 0.07% | 126 |
|
|
2020
Q4 | $229K | Buy |
+3,794
| New | +$229K | 0.18% | 64 |
|