Daymark 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 | $460K | Buy |
7,525
+614
| +9% | +$37.6K | 0.02% | 369 |
|
|
2025
Q1 | $412K | Sell |
6,911
-1,048
| -13% | -$62.4K | 0.02% | 361 |
|
|
2024
Q4 | $451K | Sell |
7,959
-2,104
| -21% | -$119K | 0.02% | 343 |
|
|
2024
Q3 | $654K | Buy |
10,063
+538
| +6% | +$34.9K | 0.03% | 299 |
|
|
2024
Q2 | $524K | Buy |
9,525
+1,191
| +14% | +$65.5K | 0.02% | 312 |
|
|
2024
Q1 | $418K | Sell |
8,334
-1,393
| -14% | -$69.9K | 0.02% | 285 |
|
|
2023
Q4 | $472K | Sell |
9,727
-755
| -7% | -$36.6K | 0.03% | 263 |
|
|
2023
Q3 | $518K | Sell |
10,482
-3
| -0% | -$148 | 0.04% | 236 |
|
|
2023
Q2 | $547K | Buy |
10,485
+2,831
| +37% | +$148K | 0.04% | 224 |
|
|
2023
Q1 | $397K | Buy |
7,654
+3,382
| +79% | +$176K | 0.05% | 202 |
|
|
2022
Q4 | $215K | Buy |
+4,272
| New | +$215K | 0.04% | 212 |
|