Jeppson Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
19,953
-180
| -0.9% | -$11K | 0.42% | 63 |
|
|
2025
Q1 | $1.2M | Sell |
20,133
-1,132
| -5% | -$67.4K | 0.44% | 58 |
|
|
2024
Q4 | $1.21M | Sell |
21,265
-470
| -2% | -$26.6K | 0.44% | 58 |
|
|
2024
Q3 | $1.41M | Sell |
21,735
-174
| -0.8% | -$11.3K | 0.51% | 53 |
|
|
2024
Q2 | $1.2M | Buy |
21,909
+9,596
| +78% | +$528K | 0.46% | 56 |
|
|
2024
Q1 | $618K | Buy |
12,313
+34
| +0.3% | +$1.71K | 0.24% | 100 |
|
|
2023
Q4 | $595K | Sell |
12,279
-825
| -6% | -$40K | 0.25% | 98 |
|
|
2023
Q3 | $647K | Sell |
13,104
-14
| -0.1% | -$692 | 0.3% | 86 |
|
|
2023
Q2 | $684K | Sell |
13,118
-380
| -3% | -$19.8K | 0.3% | 86 |
|
|
2023
Q1 | $701K | Buy |
13,498
+13
| +0.1% | +$675 | 0.31% | 83 |
|
|
2022
Q4 | $679K | Buy |
13,485
+121
| +0.9% | +$6.09K | 0.29% | 79 |
|
|
2022
Q3 | $586K | Buy |
13,364
+1,608
| +14% | +$70.5K | 0.27% | 87 |
|
|
2022
Q2 | $539K | Buy |
11,756
+3,206
| +37% | +$147K | 0.23% | 96 |
|
|
2022
Q1 | $389K | Buy |
+8,550
| New | +$389K | 0.18% | 111 |
|
|
2020
Q4 | – | Sell |
-1,880
| Closed | -$116K | – | 428 |
|
|
2020
Q3 | $116K | Buy |
+1,880
| New | +$116K | 0.09% | 158 |
|