Integrated Wealth Concepts’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $904K | Sell |
14,775
-124
| -0.8% | -$7.59K | 0.01% | 973 |
|
|
2025
Q1 | $887K | Sell |
14,899
-1,159
| -7% | -$69K | 0.01% | 880 |
|
|
2024
Q4 | $910K | Buy |
16,058
+4,259
| +36% | +$241K | 0.01% | 861 |
|
|
2024
Q3 | $766K | Sell |
11,799
-867
| -7% | -$56.3K | 0.01% | 911 |
|
|
2024
Q2 | $696K | Sell |
12,666
-1,376
| -10% | -$75.7K | 0.01% | 909 |
|
|
2024
Q1 | $705K | Sell |
14,042
-1,864
| -12% | -$93.6K | 0.01% | 904 |
|
|
2023
Q4 | $771K | Sell |
15,906
-4,832
| -23% | -$234K | 0.01% | 819 |
|
|
2023
Q3 | $1.02M | Sell |
20,738
-472
| -2% | -$23.3K | 0.02% | 682 |
|
|
2023
Q2 | $1.11M | Sell |
21,210
-307
| -1% | -$16K | 0.02% | 642 |
|
|
2023
Q1 | $1.12M | Sell |
21,517
-31,173
| -59% | -$1.62M | 0.02% | 577 |
|
|
2022
Q4 | $2.65M | Buy |
52,690
+3,312
| +7% | +$167K | 0.07% | 255 |
|
|
2022
Q3 | $2.17M | Sell |
49,378
-6,838
| -12% | -$300K | 0.07% | 263 |
|
|
2022
Q2 | $2.58M | Buy |
56,216
+4,670
| +9% | +$214K | 0.08% | 230 |
|
|
2022
Q1 | $2.35M | Buy |
51,546
+13,444
| +35% | +$613K | 0.07% | 228 |
|
|
2021
Q4 | $2.05M | Buy |
38,102
+4,944
| +15% | +$266K | 0.06% | 259 |
|
|
2021
Q3 | $1.8M | Buy |
33,158
+2,672
| +9% | +$145K | 0.06% | 261 |
|
|
2021
Q2 | $1.78M | Buy |
30,486
+1,995
| +7% | +$117K | 0.06% | 238 |
|
|
2021
Q1 | $1.59M | Buy |
28,491
+6,662
| +31% | +$372K | 0.07% | 223 |
|
|
2020
Q4 | $1.32M | Buy |
+21,829
| New | +$1.32M | 0.06% | 204 |
|