Cornerstone Planning 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
$10.8K Sell
179
-128
-42% -$7.7K ﹤0.01% 541
2025
Q1
$19.7K Buy
307
+170
+124% +$10.9K ﹤0.01% 415
2024
Q4
$7.96K Buy
137
+8
+6% +$465 ﹤0.01% 481
2024
Q3
$8.04K Buy
129
+35
+37% +$2.18K ﹤0.01% 464
2024
Q2
$5.71K Buy
94
+83
+755% +$5.04K ﹤0.01% 544
2024
Q1
$574 Buy
11
+7
+175% +$365 ﹤0.01% 895
2023
Q4
$194 Sell
4
-8
-67% -$388 ﹤0.01% 864
2023
Q3
$593 Buy
12
+4
+50% +$198 ﹤0.01% 875
2023
Q2
$417 Buy
+8
New +$417 ﹤0.01% 1475
2022
Q4
$1.06K Buy
+21
New +$1.06K ﹤0.01% 1345