Financial & Tax Architects’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
11,423
+80
| +0.7% | +$4.89K | 0.17% | 68 |
|
|
2025
Q1 | $675K | Buy |
11,343
+1,008
| +10% | +$60K | 0.17% | 78 |
|
|
2024
Q4 | $586K | Buy |
10,335
+1,032
| +11% | +$58.5K | 0.15% | 78 |
|
|
2024
Q3 | $604K | Buy |
9,303
+190
| +2% | +$12.3K | 0.16% | 70 |
|
|
2024
Q2 | $501K | Buy |
9,113
+1,983
| +28% | +$109K | 0.13% | 71 |
|
|
2024
Q1 | $358K | Buy |
+7,130
| New | +$358K | 0.1% | 76 |
|
|
2022
Q3 | – | Sell |
-6,928
| Closed | -$317K | – | 80 |
|
|
2022
Q2 | $317K | Buy |
6,928
+158
| +2% | +$7.24K | 0.12% | 67 |
|
|
2022
Q1 | $309K | Buy |
6,770
+389
| +6% | +$17.7K | 0.12% | 79 |
|
|
2021
Q4 | $343K | Buy |
6,381
+532
| +9% | +$28.6K | 0.14% | 87 |
|
|
2021
Q3 | $317K | Buy |
+5,849
| New | +$317K | 0.14% | 90 |
|