Frisch Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
3,385
-300
| -8% | -$18.3K | 0.05% | 138 |
|
|
2025
Q1 | $219K | Buy |
3,685
+37
| +1% | +$2.2K | 0.06% | 119 |
|
|
2024
Q4 | $207K | Buy |
3,648
+26
| +0.7% | +$1.48K | 0.06% | 125 |
|
|
2024
Q3 | $235K | Sell |
3,622
-1,833
| -34% | -$119K | 0.07% | 118 |
|
|
2024
Q2 | $300K | Sell |
5,455
-1,080
| -17% | -$59.4K | 0.09% | 99 |
|
|
2024
Q1 | $328K | Sell |
6,535
-753
| -10% | -$37.8K | 0.11% | 88 |
|
|
2023
Q4 | $353K | Buy |
7,288
+57
| +0.8% | +$2.76K | 0.13% | 83 |
|
|
2023
Q3 | $357K | Buy |
7,231
+55
| +0.8% | +$2.72K | 0.14% | 81 |
|
|
2023
Q2 | $374K | Buy |
+7,176
| New | +$374K | 0.18% | 75 |
|
|
2023
Q1 | – | Sell |
-5,832
| Closed | -$294K | – | 136 |
|
|
2022
Q4 | $294K | Buy |
5,832
+48
| +0.8% | +$2.42K | 0.11% | 101 |
|
|
2022
Q3 | $254K | Buy |
5,784
+54
| +0.9% | +$2.37K | 0.11% | 94 |
|
|
2022
Q2 | $263K | Buy |
5,730
+58
| +1% | +$2.66K | 0.1% | 100 |
|
|
2022
Q1 | $258K | Buy |
5,672
+60
| +1% | +$2.73K | 0.08% | 120 |
|
|
2021
Q4 | $302K | Buy |
5,612
+53
| +1% | +$2.85K | 0.09% | 122 |
|
|
2021
Q3 | $301K | Sell |
5,559
-51
| -0.9% | -$2.76K | 0.1% | 114 |
|
|
2021
Q2 | $328K | Sell |
5,610
-65
| -1% | -$3.8K | 0.1% | 107 |
|
|
2021
Q1 | $317K | Buy |
5,675
+51
| +0.9% | +$2.85K | 0.11% | 107 |
|
|
2020
Q4 | $339K | Buy |
+5,624
| New | +$339K | 0.12% | 85 |
|