IFG Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
4,548
-2
| -0% | -$122 | 0.01% | 629 |
|
|
2025
Q1 | $271K | Sell |
4,550
-68
| -1% | -$4.05K | 0.02% | 588 |
|
|
2024
Q4 | $262K | Buy |
+4,618
| New | +$262K | 0.01% | 566 |
|
|
2024
Q3 | – | Sell |
-5,847
| Closed | -$322K | – | 603 |
|
|
2024
Q2 | $322K | Buy |
+5,847
| New | +$322K | 0.02% | 496 |
|
|
2024
Q1 | – | Sell |
-4,880
| Closed | -$237K | – | 565 |
|
|
2023
Q4 | $237K | Buy |
4,880
+410
| +9% | +$19.9K | 0.02% | 523 |
|
|
2023
Q3 | $221K | Sell |
4,470
-6,551
| -59% | -$324K | 0.02% | 500 |
|
|
2023
Q2 | $575K | Buy |
11,021
+1,093
| +11% | +$57K | 0.05% | 265 |
|
|
2023
Q1 | $516K | Sell |
9,928
-448
| -4% | -$23.3K | 0.05% | 314 |
|
|
2022
Q4 | $522K | Buy |
10,376
+5,606
| +118% | +$282K | 0.05% | 301 |
|
|
2022
Q3 | $209K | Buy |
+4,770
| New | +$209K | 0.02% | 484 |
|
|
2019
Q3 | – | Sell |
-3,420
| Closed | -$211K | – | 449 |
|
|
2019
Q2 | $211K | Buy |
+3,420
| New | +$211K | 0.04% | 323 |
|