Forvis Mazars Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
5,781
+471
| +9% | +$28.8K | 0.01% | 338 |
|
|
2025
Q1 | $316K | Buy |
5,310
+1,164
| +28% | +$69.3K | 0.01% | 341 |
|
|
2024
Q4 | $235K | Sell |
4,146
-185
| -4% | -$10.5K | 0.01% | 404 |
|
|
2024
Q3 | $281K | Buy |
4,331
+39
| +0.9% | +$2.53K | 0.01% | 392 |
|
|
2024
Q2 | $236K | Buy |
4,292
+84
| +2% | +$4.62K | 0.01% | 381 |
|
|
2024
Q1 | $211K | Sell |
4,208
-1,065
| -20% | -$53.5K | 0.01% | 382 |
|
|
2023
Q4 | $256K | Buy |
5,273
+22
| +0.4% | +$1.07K | 0.01% | 350 |
|
|
2023
Q3 | $259K | Sell |
5,251
-4,577
| -47% | -$226K | 0.01% | 345 |
|
|
2023
Q2 | $512K | Buy |
9,828
+4,383
| +80% | +$228K | 0.02% | 290 |
|
|
2023
Q1 | $283K | Sell |
5,445
-139
| -2% | -$7.22K | 0.01% | 345 |
|
|
2022
Q4 | $281K | Sell |
5,584
-274
| -5% | -$13.8K | 0.01% | 333 |
|
|
2022
Q3 | $257K | Sell |
5,858
-301
| -5% | -$13.2K | 0.01% | 343 |
|
|
2022
Q2 | $282K | Buy |
6,159
+1,359
| +28% | +$62.2K | 0.01% | 328 |
|
|
2022
Q1 | $219K | Buy |
4,800
+738
| +18% | +$33.7K | 0.01% | 284 |
|
|
2021
Q4 | $218K | Buy |
+4,062
| New | +$218K | 0.01% | 273 |
|