Greenup Street Wealth Management’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 |
-37,284
| Closed | -$1.81M | – | 94 |
|
2023
Q4 | $1.81M | Buy |
+37,284
| New | +$1.81M | 0.5% | 37 |
|
2023
Q1 | – | Sell |
-19,924
| Closed | -$1M | – | 88 |
|
2022
Q4 | $1M | Sell |
19,924
-852
| -4% | -$42.9K | 0.42% | 49 |
|
2022
Q3 | $911K | Sell |
20,776
-4,975
| -19% | -$218K | 0.41% | 45 |
|
2022
Q2 | $1.18M | Buy |
25,751
+7,722
| +43% | +$354K | 0.56% | 40 |
|
2022
Q1 | $822K | Sell |
18,029
-1,802
| -9% | -$82.2K | 0.45% | 50 |
|
2021
Q4 | $1.07M | Buy |
+19,831
| New | +$1.07M | 0.63% | 40 |
|