Focus Partners Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Buy |
146,272
+6,847
| +5% | +$419K | 0.02% | 521 |
|
|
2025
Q1 | $8.3M | Buy |
139,425
+18,200
| +15% | +$1.08M | 0.02% | 509 |
|
|
2024
Q4 | $6.87M | Buy |
121,225
+76,114
| +169% | +$4.32M | 0.02% | 541 |
|
|
2024
Q3 | $2.93M | Sell |
45,111
-69,701
| -61% | -$4.53M | 0.01% | 680 |
|
|
2024
Q2 | $6.31M | Buy |
114,812
+51,864
| +82% | +$2.85M | 0.02% | 458 |
|
|
2024
Q1 | $3.16M | Buy |
62,948
+36,864
| +141% | +$1.85M | 0.03% | 411 |
|
|
2023
Q4 | $1.27M | Buy |
+26,084
| New | +$1.27M | 0.02% | 415 |
|