Golden State Wealth 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 | $45K | Buy |
736
+325
| +79% | +$19.9K | 0.01% | 673 |
|
|
2025
Q1 | $24.5K | Sell |
411
-39
| -9% | -$2.32K | ﹤0.01% | 755 |
|
|
2024
Q4 | $25.5K | Buy |
+450
| New | +$25.5K | ﹤0.01% | 708 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 851 |
|
|
2020
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 879 |
|
|
2019
Q4 | – | Sell |
-493
| Closed | -$30K | – | 863 |
|
|
2019
Q3 | $30K | Buy |
493
+453
| +1,133% | +$27.6K | 0.01% | 544 |
|
|
2019
Q2 | $2K | Sell |
40
-63
| -61% | -$3.15K | ﹤0.01% | 991 |
|
|
2019
Q1 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 883 |
|