Icon Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $385K | Buy |
7,798
+60
| +0.8% | +$2.96K | 0.04% | 199 |
|
|
2023
Q2 | $403K | Buy |
7,738
+61
| +0.8% | +$3.18K | 0.04% | 217 |
|
|
2023
Q1 | $399K | Buy |
+7,677
| New | +$399K | 0.04% | 215 |
|
|
2022
Q2 | $523K | Buy |
11,403
+2,405
| +27% | +$110K | 0.06% | 187 |
|
|
2022
Q1 | $410K | Sell |
8,998
-5,194
| -37% | -$237K | 0.04% | 229 |
|
|
2021
Q4 | $763K | Sell |
14,192
-101
| -0.7% | -$5.43K | 0.08% | 172 |
|
|
2021
Q3 | $775K | Buy |
14,293
+210
| +1% | +$11.4K | 0.08% | 177 |
|
|
2021
Q2 | $824K | Buy |
14,083
+335
| +2% | +$19.6K | 0.09% | 171 |
|
|
2021
Q1 | $768K | Buy |
13,748
+388
| +3% | +$21.7K | 0.1% | 165 |
|
|
2020
Q4 | $806K | Buy |
13,360
+7,792
| +140% | +$470K | 0.13% | 132 |
|
|
2020
Q3 | $343K | Sell |
5,568
-783
| -12% | -$48.2K | 0.07% | 181 |
|
|
2020
Q2 | $349K | Buy |
6,351
+475
| +8% | +$26.1K | 0.08% | 167 |
|
|
2020
Q1 | $297K | Buy |
5,876
+57
| +1% | +$2.88K | 0.12% | 99 |
|
|
2019
Q4 | $333K | Buy |
5,819
+2,211
| +61% | +$127K | 0.11% | 110 |
|
|
2019
Q3 | $217K | Buy |
3,608
+157
| +5% | +$9.44K | 0.07% | 148 |
|
|
2019
Q2 | $214K | Buy |
3,451
+586
| +20% | +$36.3K | 0.08% | 144 |
|
|
2019
Q1 | $165K | Buy |
2,865
+79
| +3% | +$4.55K | 0.06% | 169 |
|
|
2018
Q4 | $146K | Sell |
2,786
-293
| -10% | -$15.4K | 0.07% | 171 |
|
|
2018
Q3 | $169K | Sell |
3,079
-306
| -9% | -$16.8K | 0.07% | 190 |
|
|
2018
Q2 | $187K | Buy |
3,385
+880
| +35% | +$48.6K | 0.08% | 167 |
|
|
2018
Q1 | $139K | Buy |
+2,505
| New | +$139K | 0.07% | 203 |
|