FirstPurpose Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $509K | Buy |
10,671
+1,614
| +18% | +$77.1K | 0.18% | 97 |
|
|
2023
Q4 | $439K | Sell |
9,057
-671
| -7% | -$32.5K | 0.17% | 104 |
|
|
2023
Q3 | $481K | Buy |
9,728
+2,096
| +27% | +$104K | 0.21% | 85 |
|
|
2023
Q2 | $398K | Buy |
7,632
+341
| +5% | +$17.8K | 0.17% | 104 |
|
|
2023
Q1 | $379K | Buy |
7,291
+485
| +7% | +$25.2K | 0.19% | 98 |
|
|
2022
Q4 | $343K | Buy |
6,806
+1,525
| +29% | +$76.8K | 0.19% | 98 |
|
|
2022
Q3 | $232K | Buy |
5,281
+829
| +19% | +$36.4K | 0.15% | 127 |
|
|
2022
Q2 | $204K | Buy |
+4,452
| New | +$204K | 0.14% | 129 |
|
|
2022
Q1 | – | Sell |
-5,010
| Closed | -$269K | – | 161 |
|
|
2021
Q4 | $269K | Buy |
+5,010
| New | +$269K | 0.17% | 105 |
|