Gentry Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
7,268
+30
| +0.4% | +$1.84K | 0.34% | 61 |
|
|
2025
Q1 | $431K | Buy |
+7,238
| New | +$431K | 0.35% | 66 |
|
|
2024
Q4 | – | Sell |
-5,759
| Closed | -$374K | – | 77 |
|
|
2024
Q3 | $374K | Sell |
5,759
-257
| -4% | -$16.7K | 0.31% | 57 |
|
|
2024
Q2 | $331K | Buy |
+6,016
| New | +$331K | 0.29% | 60 |
|