Jamison Private Wealth Management’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 |
-605
| Closed | -$39.3K | – | 455 |
|
|
2024
Q3 | $39.3K | Buy |
605
+405
| +203% | +$26.3K | 0.01% | 263 |
|
|
2024
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 322 |
|
|
2024
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $9.7K | Hold |
200
| – | – | ﹤0.01% | 306 |
|
|
2023
Q3 | $9.88K | Buy |
+200
| New | +$9.88K | ﹤0.01% | 294 |
|