Embree Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Buy |
4,691
+22
| +0.5% | +$1.35K | 0.04% | 179 |
|
2025
Q1 | $278K | Buy |
4,669
+21
| +0.5% | +$1.25K | 0.05% | 173 |
|
2024
Q4 | $264K | Buy |
4,648
+121
| +3% | +$6.86K | 0.05% | 169 |
|
2024
Q3 | $294K | Buy |
4,527
+18
| +0.4% | +$1.17K | 0.05% | 154 |
|
2024
Q2 | $248K | Sell |
4,509
-383
| -8% | -$21.1K | 0.05% | 161 |
|
2024
Q1 | $246K | Buy |
4,892
+23
| +0.5% | +$1.15K | 0.05% | 168 |
|
2023
Q4 | $236K | Buy |
+4,869
| New | +$236K | 0.05% | 159 |
|