Global Wealth Management Investment Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36
| Closed | -$1.75K | – | 414 |
|
|
2023
Q4 | $1.75K | Hold |
36
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $1.78K | Hold |
36
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $1.88K | Buy |
+36
| New | +$1.88K | ﹤0.01% | 392 |
|
|
2022
Q3 | – | Sell |
-56
| Closed | -$3K | – | 450 |
|
|
2022
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 397 |
|
|
2022
Q1 | $3K | Sell |
56
-59
| -51% | -$3.16K | ﹤0.01% | 402 |
|
|
2021
Q4 | $6K | Sell |
115
-63
| -35% | -$3.29K | ﹤0.01% | 347 |
|
|
2021
Q3 | $10K | Sell |
178
-26,859
| -99% | -$1.51M | ﹤0.01% | 319 |
|
|
2021
Q2 | $1.58M | Buy |
27,037
+1,151
| +4% | +$67.3K | 0.53% | 68 |
|
|
2021
Q1 | $1.45M | Buy |
25,886
+3,710
| +17% | +$207K | 0.52% | 67 |
|
|
2020
Q4 | $1.34M | Buy |
22,176
+22,151
| +88,604% | +$1.34M | 0.52% | 67 |
|
|
2020
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 582 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 573 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 579 |
|
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 543 |
|
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 598 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 652 |
|
|
2018
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 675 |
|