HB 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 | $3.4M | Sell |
55,627
-8,752
| -14% | -$535K | 0.03% | 271 |
|
|
2025
Q1 | $3.83M | Buy |
64,379
+43,701
| +211% | +$2.6M | 0.03% | 262 |
|
|
2024
Q4 | $1.17M | Sell |
20,678
-28
| -0.1% | -$1.59K | 0.01% | 383 |
|
|
2024
Q3 | $1.35M | Buy |
20,706
+6,946
| +50% | +$451K | 0.01% | 337 |
|
|
2024
Q2 | $757K | Buy |
13,760
+58
| +0.4% | +$3.19K | 0.01% | 427 |
|
|
2024
Q1 | $688K | Buy |
13,702
+680
| +5% | +$34.1K | 0.01% | 414 |
|
|
2023
Q4 | $631K | Sell |
13,022
-976
| -7% | -$47.3K | 0.01% | 396 |
|
|
2023
Q3 | $692K | Buy |
13,998
+1,982
| +16% | +$97.9K | 0.01% | 358 |
|
|
2023
Q2 | $626K | Buy |
12,016
+1,632
| +16% | +$85.1K | 0.01% | 369 |
|
|
2023
Q1 | $539K | Buy |
10,384
+95
| +0.9% | +$4.93K | 0.01% | 401 |
|
|
2022
Q4 | $518K | Sell |
10,289
-326
| -3% | -$16.4K | 0.01% | 386 |
|
|
2022
Q3 | $465K | Buy |
10,615
+3,136
| +42% | +$137K | 0.01% | 350 |
|
|
2022
Q2 | $343K | Buy |
7,479
+621
| +9% | +$28.5K | 0.01% | 413 |
|
|
2022
Q1 | $313K | Buy |
6,858
+2,953
| +76% | +$135K | 0.01% | 442 |
|
|
2021
Q4 | $210K | Buy |
+3,905
| New | +$210K | ﹤0.01% | 479 |
|