Legacy Capital Group California’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
21,723
+397
| +2% | +$24.3K | 0.37% | 58 |
|
|
2025
Q1 | $1.27M | Buy |
21,326
+1,394
| +7% | +$83K | 0.44% | 37 |
|
|
2024
Q4 | $1.13M | Buy |
19,932
+4,566
| +30% | +$259K | 0.34% | 60 |
|
|
2024
Q3 | $998K | Buy |
15,366
+1,279
| +9% | +$83.1K | 0.33% | 70 |
|
|
2024
Q2 | $775K | Buy |
14,087
+2,504
| +22% | +$138K | 0.28% | 105 |
|
|
2024
Q1 | $581K | Buy |
11,583
+2,393
| +26% | +$120K | 0.21% | 150 |
|
|
2023
Q4 | $446K | Sell |
9,190
-1,992
| -18% | -$96.6K | 0.17% | 175 |
|
|
2023
Q3 | $552K | Buy |
11,182
+2,231
| +25% | +$110K | 0.24% | 127 |
|
|
2023
Q2 | $467K | Buy |
8,951
+5,056
| +130% | +$264K | 0.19% | 162 |
|
|
2023
Q1 | $202K | Buy |
+3,895
| New | +$202K | 0.1% | 229 |
|