Drive 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
$323K Buy
5,274
+374
+8% +$22.9K 0.07% 226
2025
Q1
$292K Sell
4,900
-652
-12% -$38.8K 0.07% 230
2024
Q4
$315K Buy
5,552
+106
+2% +$6.01K 0.08% 207
2024
Q3
$354K Sell
5,446
-321
-6% -$20.9K 0.09% 181
2024
Q2
$317K Sell
5,767
-246
-4% -$13.5K 0.09% 185
2024
Q1
$302K Sell
6,013
-1,586
-21% -$79.6K 0.08% 201
2023
Q4
$368K Sell
7,599
-2,294
-23% -$111K 0.12% 161
2023
Q3
$489K Sell
9,893
-781
-7% -$38.6K 0.18% 110
2023
Q2
$556K Sell
10,674
-61
-0.6% -$3.18K 0.21% 103
2023
Q1
$557K Sell
10,735
-1,422
-12% -$73.8K 0.23% 104
2022
Q4
$612K Buy
12,157
+7,405
+156% +$373K 0.31% 80
2022
Q3
$208K Buy
+4,752
New +$208K 0.2% 137