EPG Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,869
| Closed | -$488K | – | 449 |
|
|
2023
Q3 | $488K | Sell |
9,869
-820
| -8% | -$40.5K | 0.15% | 151 |
|
|
2023
Q2 | $557K | Sell |
10,689
-97
| -0.9% | -$5.06K | 0.16% | 138 |
|
|
2023
Q1 | $560K | Buy |
10,786
+4,513
| +72% | +$234K | 0.18% | 135 |
|
|
2022
Q4 | $316K | Buy |
6,273
+266
| +4% | +$13.4K | 0.12% | 156 |
|
|
2022
Q3 | $263K | Buy |
6,007
+661
| +12% | +$28.9K | 0.11% | 168 |
|
|
2022
Q2 | $245K | Sell |
5,346
-144
| -3% | -$6.6K | 0.1% | 181 |
|
|
2022
Q1 | $250K | Sell |
5,490
-275
| -5% | -$12.5K | 0.09% | 197 |
|
|
2021
Q4 | $310K | Sell |
5,765
-609
| -10% | -$32.7K | 0.11% | 167 |
|
|
2021
Q3 | $346K | Buy |
6,374
+245
| +4% | +$13.3K | 0.14% | 144 |
|
|
2021
Q2 | $359K | Buy |
6,129
+1,386
| +29% | +$81.2K | 0.15% | 140 |
|
|
2021
Q1 | $265K | Buy |
4,743
+714
| +18% | +$39.9K | 0.13% | 152 |
|
|
2020
Q4 | $243K | Buy |
+4,029
| New | +$243K | 0.15% | 130 |
|
|
2020
Q2 | – | Sell |
-520
| Closed | -$26K | – | 726 |
|
|
2020
Q1 | $26K | Buy |
520
+4
| +0.8% | +$200 | 0.02% | 366 |
|
|
2019
Q4 | $30K | Buy |
+516
| New | +$30K | 0.02% | 294 |
|