Larson Financial Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Sell |
14,535
-793
| -5% | -$48.5K | 0.04% | 313 |
|
|
2025
Q1 | $913K | Sell |
15,328
-3,932
| -20% | -$234K | 0.04% | 277 |
|
|
2024
Q4 | $1.09M | Buy |
19,260
+556
| +3% | +$31.5K | 0.06% | 228 |
|
|
2024
Q3 | $1.21M | Buy |
18,704
+16,679
| +824% | +$1.08M | 0.07% | 207 |
|
|
2024
Q2 | $111K | Buy |
2,025
+1,954
| +2,752% | +$107K | 0.01% | 621 |
|
|
2024
Q1 | $3.56K | Hold |
71
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q4 | $3.44K | Sell |
71
-57
| -45% | -$2.76K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $6.32K | Buy |
128
+77
| +151% | +$3.8K | ﹤0.01% | 1115 |
|
|
2023
Q2 | $2.66K | Hold |
51
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q1 | $2.65K | Buy |
+51
| New | +$2.65K | ﹤0.01% | 1200 |
|
|
2022
Q2 | – | Sell |
-100
| Closed | -$5K | – | 1296 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 800 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 826 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 697 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 619 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 556 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 515 |
|
|
2020
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 491 |
|