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 |
|