HHM Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
2,587
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $154K | Buy |
2,587
+665
| +35% | +$39.6K | 0.02% | 221 |
|
|
2024
Q4 | $109K | Hold |
1,922
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $125K | Hold |
1,922
| – | – | 0.02% | 228 |
|
|
2024
Q2 | $106K | Sell |
1,922
-391
| -17% | -$21.5K | 0.02% | 239 |
|
|
2024
Q1 | $116K | Hold |
2,313
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $112K | Hold |
2,313
| – | – | 0.02% | 198 |
|
|
2023
Q3 | $114K | Hold |
2,313
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $121K | Buy |
2,313
+414
| +22% | +$21.6K | 0.02% | 186 |
|
|
2023
Q1 | $98.6K | Buy |
1,899
+666
| +54% | +$34.6K | 0.02% | 200 |
|
|
2022
Q4 | $62.1K | Buy |
1,233
+17
| +1% | +$856 | 0.01% | 221 |
|
|
2022
Q3 | $53K | Sell |
1,216
-400
| -25% | -$17.4K | 0.01% | 226 |
|
|
2022
Q2 | $74K | Buy |
1,616
+434
| +37% | +$19.9K | 0.02% | 225 |
|
|
2022
Q1 | $54K | Hold |
1,182
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $64K | Hold |
1,182
| – | – | 0.02% | 279 |
|
|
2021
Q3 | $64K | Hold |
1,182
| – | – | 0.02% | 268 |
|
|
2021
Q2 | $69K | Hold |
1,182
| – | – | 0.02% | 253 |
|
|
2021
Q1 | $66K | Hold |
1,182
| – | – | 0.02% | 242 |
|
|
2020
Q4 | $71K | Buy |
1,182
+982
| +491% | +$59K | 0.02% | 215 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 356 |
|