Guardian 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 | $1.79M | Buy |
29,299
+555
| +2% | +$34K | 1.19% | 35 |
|
|
2025
Q1 | $1.71M | Buy |
28,744
+4,470
| +18% | +$266K | 1.14% | 35 |
|
|
2024
Q4 | $1.38M | Sell |
24,274
-2,293
| -9% | -$130K | 0.94% | 38 |
|
|
2024
Q3 | $1.73M | Buy |
26,567
+587
| +2% | +$38.1K | 1.22% | 31 |
|
|
2024
Q2 | $1.43M | Buy |
25,980
+550
| +2% | +$30.2K | 1.09% | 33 |
|
|
2024
Q1 | $1.28M | Buy |
25,430
+1,018
| +4% | +$51.1K | 0.98% | 36 |
|
|
2023
Q4 | $1.18M | Sell |
24,412
-1,812
| -7% | -$87.8K | 1% | 38 |
|
|
2023
Q3 | $1.3M | Sell |
26,224
-93
| -0.4% | -$4.59K | 1.21% | 36 |
|
|
2023
Q2 | $1.37M | Buy |
26,317
+1,158
| +5% | +$60.4K | 1.25% | 34 |
|
|
2023
Q1 | $1.31M | Buy |
25,159
+2,700
| +12% | +$140K | 1.26% | 34 |
|
|
2022
Q4 | $1.13M | Sell |
22,459
-416
| -2% | -$20.9K | 1.11% | 36 |
|
|
2022
Q3 | $1M | Buy |
22,875
+862
| +4% | +$37.8K | 1.14% | 40 |
|
|
2022
Q2 | $1.01M | Buy |
22,013
+2,100
| +11% | +$96.3K | 1.09% | 42 |
|
|
2022
Q1 | $907K | Buy |
19,913
+3,212
| +19% | +$146K | 0.9% | 47 |
|
|
2021
Q4 | $898K | Buy |
+16,701
| New | +$898K | 0.86% | 50 |
|