Kingsview 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
$533K Sell
8,716
-164
-2% -$10K 0.01% 748
2025
Q1
$529K Sell
8,880
-132
-1% -$7.86K 0.01% 709
2024
Q4
$511K Sell
9,012
-23
-0.3% -$1.3K 0.01% 730
2024
Q3
$587K Sell
9,035
-104
-1% -$6.76K 0.01% 662
2024
Q2
$503K Sell
9,139
-1,405
-13% -$77.3K 0.01% 682
2024
Q1
$529K Sell
10,544
-1,881
-15% -$94.4K 0.01% 651
2023
Q4
$602K Sell
12,425
-444
-3% -$21.5K 0.02% 598
2023
Q3
$636K Buy
12,869
+3,818
+42% +$189K 0.02% 556
2023
Q2
$472K Buy
9,051
+215
+2% +$11.2K 0.02% 608
2023
Q1
$459K Sell
8,836
-195
-2% -$10.1K 0.02% 604
2022
Q4
$455K Sell
9,031
-1,672
-16% -$84.2K 0.02% 539
2022
Q3
$469K Buy
10,703
+1,654
+18% +$72.5K 0.02% 514
2022
Q2
$415K Buy
9,049
+72
+0.8% +$3.3K 0.02% 577
2022
Q1
$409K Buy
8,977
+968
+12% +$44.1K 0.02% 616
2021
Q4
$431K Buy
8,009
+2,533
+46% +$136K 0.02% 615
2021
Q3
$297K Buy
5,476
+408
+8% +$22.1K 0.01% 685
2021
Q2
$298K Buy
+5,068
New +$298K 0.01% 699