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