Dakota 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 | $3.12M | Sell |
50,924
-3,307
| -6% | -$202K | 0.07% | 208 |
|
|
2025
Q1 | $3.23M | Sell |
54,231
-1,907
| -3% | -$114K | 0.08% | 193 |
|
|
2024
Q4 | $3.18M | Sell |
56,138
-2,215
| -4% | -$126K | 0.07% | 202 |
|
|
2024
Q3 | $3.79M | Sell |
58,353
-301
| -0.5% | -$19.6K | 0.09% | 200 |
|
|
2024
Q2 | $3.23M | Sell |
58,654
-1,145
| -2% | -$63K | 0.08% | 212 |
|
|
2024
Q1 | $3M | Sell |
59,799
-2,097
| -3% | -$105K | 0.07% | 217 |
|
|
2023
Q4 | $3M | Buy |
61,896
+473
| +0.8% | +$22.9K | 0.12% | 171 |
|
|
2023
Q3 | $3.03M | Sell |
61,423
-205
| -0.3% | -$10.1K | 0.13% | 160 |
|
|
2023
Q2 | $3.21M | Sell |
61,628
-1,018
| -2% | -$53.1K | 0.15% | 134 |
|
|
2023
Q1 | $3.25M | Sell |
62,646
-449
| -0.7% | -$23.3K | 0.22% | 114 |
|
|
2022
Q4 | $3.18M | Buy |
63,095
+439
| +0.7% | +$22.1K | 0.23% | 105 |
|
|
2022
Q3 | $2.75M | Sell |
62,656
-198
| -0.3% | -$8.68K | 0.22% | 110 |
|
|
2022
Q2 | $2.88M | Buy |
62,854
+2,658
| +4% | +$122K | 0.27% | 101 |
|
|
2022
Q1 | $2.74M | Buy |
+60,196
| New | +$2.74M | 0.22% | 121 |
|