Fiduciary 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 | $292K | Sell |
4,755
-28
| -0.6% | -$1.72K | 0.05% | 235 |
|
|
2025
Q1 | $287K | Sell |
4,783
-50
| -1% | -$3K | 0.06% | 201 |
|
|
2024
Q4 | $266K | Sell |
4,833
-42
| -0.9% | -$2.32K | 0.06% | 227 |
|
|
2024
Q3 | $307K | Buy |
4,875
+201
| +4% | +$12.6K | 0.07% | 201 |
|
|
2024
Q2 | $268K | Buy |
+4,674
| New | +$268K | 0.06% | 215 |
|