FSC 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 | – | Sell |
-337
| Closed | -$20.1K | – | 235 |
|
|
2025
Q1 | $20.1K | Buy |
337
+3
| +0.9% | +$179 | 0.01% | 172 |
|
|
2024
Q4 | $19K | Sell |
334
-10
| -3% | -$567 | 0.01% | 170 |
|
|
2024
Q3 | $22.4K | Buy |
344
+2
| +0.6% | +$130 | 0.02% | 155 |
|
|
2024
Q2 | $18.8K | Hold |
342
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $17.2K | Sell |
342
-2
| -0.6% | -$100 | 0.01% | 164 |
|
|
2023
Q4 | $16.7K | Hold |
344
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $17K | Buy |
+344
| New | +$17K | 0.02% | 134 |
|