HighMark 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 | $4.16K | Sell |
68
-2
| -3% | -$122 | ﹤0.01% | 418 |
|
|
2025
Q1 | $4.17K | Hold |
70
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $3.97K | Hold |
70
| – | – | ﹤0.01% | 399 |
|
|
2024
Q3 | $4.55K | Hold |
70
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $3.85K | Hold |
70
| – | – | ﹤0.01% | 409 |
|
|
2024
Q1 | $3.51K | Hold |
70
| – | – | ﹤0.01% | 405 |
|
|
2023
Q4 | $3.39K | Hold |
70
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $3.46K | Sell |
70
-8
| -10% | -$395 | ﹤0.01% | 397 |
|
|
2023
Q2 | $4.07K | Hold |
78
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $4.05K | Hold |
78
| – | – | ﹤0.01% | 432 |
|
|
2022
Q4 | $3.93K | Buy |
78
+8
| +11% | +$403 | ﹤0.01% | 372 |
|
|
2022
Q3 | $3K | Buy |
70
+2
| +3% | +$86 | ﹤0.01% | 408 |
|
|
2022
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $3K | Sell |
68
-31
| -31% | -$1.37K | ﹤0.01% | 422 |
|
|
2021
Q4 | $5K | Hold |
99
| – | – | ﹤0.01% | 371 |
|
|
2021
Q3 | $5K | Buy |
99
+20
| +25% | +$1.01K | ﹤0.01% | 377 |
|
|
2021
Q2 | $5K | Sell |
79
-31
| -28% | -$1.96K | ﹤0.01% | 375 |
|
|
2021
Q1 | $6K | Sell |
110
-18
| -14% | -$982 | ﹤0.01% | 325 |
|
|
2020
Q4 | $8K | Buy |
+128
| New | +$8K | 0.01% | 276 |
|