Legacy Capital Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
17,159
+136
| +0.8% | +$8.32K | 0.24% | 83 |
|
|
2025
Q1 | $1.01M | Buy |
17,023
+1,286
| +8% | +$76.6K | 0.25% | 77 |
|
|
2024
Q4 | $892K | Buy |
15,737
+3,243
| +26% | +$184K | 0.22% | 89 |
|
|
2024
Q3 | $812K | Buy |
12,494
+50
| +0.4% | +$3.25K | 0.16% | 126 |
|
|
2024
Q2 | $684K | Buy |
+12,444
| New | +$684K | 0.17% | 118 |
|
|
2024
Q1 | – | Sell |
-7,451
| Closed | -$361K | – | 330 |
|
|
2023
Q4 | $361K | Sell |
7,451
-1,550
| -17% | -$75.1K | 0.1% | 193 |
|
|
2023
Q3 | $445K | Buy |
+9,001
| New | +$445K | 0.12% | 160 |
|
|
2023
Q2 | – | Sell |
-7,435
| Closed | -$386K | – | 228 |
|
|
2023
Q1 | $386K | Buy |
+7,435
| New | +$386K | 0.11% | 169 |
|