Diversify Advisory 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 | $986K | Buy |
16,140
+5,604
| +53% | +$342K | 0.04% | 336 |
|
2025
Q1 | $665K | Buy |
10,536
+29
| +0.3% | +$1.83K | 0.04% | 292 |
|
2024
Q4 | $579K | Sell |
10,507
-348
| -3% | -$19.2K | 0.03% | 336 |
|
2024
Q3 | $672K | Sell |
10,855
-231
| -2% | -$14.3K | 0.04% | 327 |
|
2024
Q2 | $616K | Sell |
11,086
-6,234
| -36% | -$346K | 0.03% | 342 |
|
2024
Q1 | $863K | Buy |
+17,320
| New | +$863K | 0.05% | 288 |
|