GeoWealth 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 | $413K | Buy |
6,747
+394
| +6% | +$24.1K | 0.02% | 449 |
|
|
2025
Q1 | $378K | Sell |
6,353
-1,323
| -17% | -$78.8K | 0.02% | 492 |
|
|
2024
Q4 | $435K | Buy |
7,676
+3,302
| +75% | +$187K | 0.01% | 504 |
|
|
2024
Q3 | $284K | Buy |
4,374
+1,196
| +38% | +$77.7K | 0.01% | 621 |
|
|
2024
Q2 | $175K | Buy |
3,178
+1,741
| +121% | +$95.7K | 0.01% | 714 |
|
|
2024
Q1 | $72.1K | Sell |
1,437
-3,429
| -70% | -$172K | ﹤0.01% | 791 |
|
|
2023
Q4 | $236K | Buy |
4,866
+4,765
| +4,718% | +$231K | 0.02% | 467 |
|
|
2023
Q3 | $5K | Buy |
101
+41
| +68% | +$2.03K | ﹤0.01% | 461 |
|
|
2023
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 425 |
|