Cypress Wealth Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
3,927
+271
| +7% | +$16.6K | 0.04% | 272 |
|
|
2025
Q1 | $218K | Sell |
3,656
-29
| -0.8% | -$1.73K | 0.04% | 262 |
|
|
2024
Q4 | $209K | Buy |
+3,685
| New | +$209K | 0.04% | 263 |
|
|
2021
Q3 | – | Sell |
-3,653
| Closed | -$214K | – | 263 |
|
|
2021
Q2 | $214K | Sell |
3,653
-797
| -18% | -$46.7K | 0.06% | 244 |
|
|
2021
Q1 | $248K | Buy |
4,450
+601
| +16% | +$33.5K | 0.05% | 244 |
|
|
2020
Q4 | $232K | Buy |
+3,849
| New | +$232K | 0.05% | 249 |
|