GoalVest Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
22,803
+288
| +1% | +$17.6K | 0.35% | 57 |
|
|
2025
Q1 | $1.34M | Buy |
22,515
+3,865
| +21% | +$230K | 0.37% | 58 |
|
|
2024
Q4 | $1.06M | Sell |
18,650
-18
| -0.1% | -$1.02K | 0.29% | 61 |
|
|
2024
Q3 | $1.21M | Buy |
18,668
+656
| +4% | +$42.6K | 0.35% | 52 |
|
|
2024
Q2 | $990K | Sell |
18,012
-1,243
| -6% | -$68.4K | 0.32% | 59 |
|
|
2024
Q1 | $966K | Buy |
19,255
+1,336
| +7% | +$67.1K | 0.32% | 58 |
|
|
2023
Q4 | $869K | Buy |
17,919
+1,917
| +12% | +$92.9K | 0.38% | 49 |
|
|
2023
Q3 | $790K | Buy |
16,002
+1,300
| +9% | +$64.2K | 0.4% | 48 |
|
|
2023
Q2 | $766K | Sell |
14,702
-6,958
| -32% | -$363K | 0.4% | 52 |
|
|
2023
Q1 | $1.12M | Buy |
21,660
+984
| +5% | +$51.1K | 0.66% | 40 |
|
|
2022
Q4 | $1.04M | Buy |
20,676
+1,609
| +8% | +$81K | 0.67% | 40 |
|
|
2022
Q3 | $836K | Buy |
19,067
+3,306
| +21% | +$145K | 0.59% | 50 |
|
|
2022
Q2 | $722K | Buy |
+15,761
| New | +$722K | 0.46% | 74 |
|