FSB Premier Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
31,445
+4,667
| +17% | +$285K | 0.69% | 40 |
|
|
2025
Q1 | $1.59M | Buy |
26,778
+9,262
| +53% | +$552K | 0.62% | 45 |
|
|
2024
Q4 | $993K | Buy |
17,516
+3,126
| +22% | +$177K | 0.4% | 69 |
|
|
2024
Q3 | $935K | Buy |
14,390
+2,434
| +20% | +$158K | 0.38% | 69 |
|
|
2024
Q2 | $657K | Buy |
11,956
+3,909
| +49% | +$215K | 0.3% | 79 |
|
|
2024
Q1 | $404K | Buy |
8,047
+1,723
| +27% | +$86.5K | 0.19% | 108 |
|
|
2023
Q4 | $307K | Buy |
6,324
+1,546
| +32% | +$74.9K | 0.15% | 125 |
|
|
2023
Q3 | $236K | Buy |
4,778
+610
| +15% | +$30.1K | 0.13% | 134 |
|
|
2023
Q2 | $217K | Buy |
4,168
+42
| +1% | +$2.19K | 0.12% | 145 |
|
|
2023
Q1 | $214K | Buy |
4,126
+154
| +4% | +$8K | 0.12% | 136 |
|
|
2022
Q4 | $200K | Buy |
+3,972
| New | +$200K | 0.11% | 142 |
|
|
2022
Q1 | – | Sell |
-2,521
| Closed | -$135K | – | 475 |
|
|
2021
Q4 | $135K | Buy |
+2,521
| New | +$135K | 0.06% | 155 |
|