FRG Family 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 | $258K | Sell |
4,225
-1,260
| -23% | -$77.1K | 0.04% | 142 |
|
|
2025
Q1 | $327K | Hold |
5,485
| – | – | 0.06% | 119 |
|
|
2024
Q4 | $311K | Sell |
5,485
-1,240
| -18% | -$70.3K | 0.06% | 125 |
|
|
2024
Q3 | $437K | Hold |
6,725
| – | – | 0.08% | 112 |
|
|
2024
Q2 | $412K | Hold |
6,725
| – | – | 0.08% | 109 |
|
|
2024
Q1 | $349K | Sell |
6,725
-400
| -6% | -$20.7K | 0.07% | 113 |
|
|
2023
Q4 | $345K | Hold |
7,125
| – | – | 0.07% | 113 |
|
|
2023
Q3 | $352K | Sell |
7,125
-1,240
| -15% | -$61.3K | 0.08% | 112 |
|
|
2023
Q2 | $436K | Sell |
8,365
-2,380
| -22% | -$124K | 0.1% | 105 |
|
|
2023
Q1 | $558K | Sell |
10,745
-500
| -4% | -$26K | 0.13% | 95 |
|
|
2022
Q4 | $566K | Sell |
11,245
-1,000
| -8% | -$50.4K | 0.13% | 97 |
|
|
2022
Q3 | $537K | Sell |
12,245
-750
| -6% | -$32.9K | 0.13% | 96 |
|
|
2022
Q2 | $596K | Sell |
12,995
-216
| -2% | -$9.91K | 0.14% | 96 |
|
|
2022
Q1 | $602K | Buy |
13,211
+275
| +2% | +$12.5K | 0.12% | 98 |
|
|
2021
Q4 | $696K | Hold |
12,936
| – | – | 0.13% | 90 |
|
|
2021
Q3 | $701K | Sell |
12,936
-166
| -1% | -$9K | 0.14% | 91 |
|
|
2021
Q2 | $766K | Hold |
13,102
| – | – | 0.15% | 90 |
|
|
2021
Q1 | $731K | Sell |
13,102
-334
| -2% | -$18.6K | 0.15% | 86 |
|
|
2020
Q4 | $811K | Buy |
+13,436
| New | +$811K | 0.18% | 79 |
|