Cornerstone Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
4,215
+308
| +8% | +$18.8K | 0.02% | 553 |
|
|
2025
Q1 | $233K | Buy |
+3,907
| New | +$233K | 0.02% | 539 |
|
|
2024
Q3 | – | Sell |
-3,749
| Closed | -$206K | – | 586 |
|
|
2024
Q2 | $206K | Buy |
+3,749
| New | +$206K | 0.02% | 518 |
|
|
2023
Q4 | – | Sell |
-8,772
| Closed | -$433K | – | 570 |
|
|
2023
Q3 | $433K | Buy |
+8,772
| New | +$433K | 0.04% | 334 |
|
|
2019
Q2 | – | Sell |
-999
| Closed | -$216K | – | 495 |
|
|
2019
Q1 | $216K | Buy |
+999
| New | +$216K | 0.03% | 470 |
|
|
2018
Q4 | – | Sell |
-41,782
| Closed | -$732K | – | 1090 |
|
|
2018
Q3 | $732K | Sell |
41,782
-1,352
| -3% | -$23.7K | 0.01% | 798 |
|
|
2018
Q2 | $791K | Buy |
+43,134
| New | +$791K | 0.01% | 857 |
|