Householder Group Estate & Retirement Specialist’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-449
| Closed | -$29K | – | 1178 |
|
|
2024
Q3 | $29K | Sell |
449
-60
| -12% | -$3.88K | 0.01% | 603 |
|
|
2024
Q2 | $27K | Buy |
509
+60
| +13% | +$3.18K | 0.01% | 609 |
|
|
2024
Q1 | $22.5K | Hold |
449
| – | – | 0.01% | 656 |
|
|
2023
Q4 | $21K | Hold |
449
| – | – | 0.01% | 639 |
|
|
2023
Q3 | $22.2K | Buy |
+449
| New | +$22.2K | 0.01% | 619 |
|
|
2023
Q1 | $27K | Buy |
+524
| New | +$27K | 0.01% | 578 |
|
|
2022
Q4 | – | Sell |
-524
| Closed | -$22K | – | 1082 |
|
|
2022
Q3 | $22K | Buy |
+524
| New | +$22K | 0.01% | 562 |
|