JPL 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 | $3.57M | Buy |
58,349
+824
| +1% | +$50.4K | 0.96% | 49 |
|
2025
Q1 | $3.43M | Buy |
57,525
+1,410
| +3% | +$84K | 0.98% | 44 |
|
2024
Q4 | $3.18M | Buy |
+56,115
| New | +$3.18M | 0.91% | 49 |
|
2024
Q2 | $2.29M | Buy |
41,625
+1,471
| +4% | +$80.9K | 1.12% | 37 |
|
2024
Q1 | $2.02M | Buy |
40,154
+10,641
| +36% | +$534K | 1.11% | 42 |
|
2023
Q4 | $1.43M | Buy |
+29,513
| New | +$1.43M | 1.03% | 49 |
|