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