Legacy Private Trust’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
4,921
| – | – | 0.02% | 218 |
|
|
2025
Q1 | $293K | Sell |
4,921
-502
| -9% | -$29.9K | 0.02% | 216 |
|
|
2024
Q4 | $307K | Hold |
5,423
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $352K | Hold |
5,423
| – | – | 0.02% | 198 |
|
|
2024
Q2 | $298K | Hold |
5,423
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $272K | Hold |
5,423
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $263K | Sell |
5,423
-95
| -2% | -$4.61K | 0.02% | 204 |
|
|
2023
Q3 | $273K | Buy |
5,518
+212
| +4% | +$10.5K | 0.02% | 209 |
|
|
2023
Q2 | $277K | Buy |
5,306
+385
| +8% | +$20.1K | 0.02% | 205 |
|
|
2023
Q1 | $256K | Hold |
4,921
| – | – | 0.02% | 208 |
|
|
2022
Q4 | $248K | Hold |
4,921
| – | – | 0.02% | 207 |
|
|
2022
Q3 | $216K | Hold |
4,921
| – | – | 0.02% | 213 |
|
|
2022
Q2 | $226K | Hold |
4,921
| – | – | 0.02% | 212 |
|
|
2022
Q1 | $224K | Sell |
4,921
-300
| -6% | -$13.7K | 0.02% | 230 |
|
|
2021
Q4 | $281K | Hold |
5,221
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $283K | Sell |
5,221
-150
| -3% | -$8.13K | 0.02% | 208 |
|
|
2021
Q2 | $314K | Hold |
5,371
| – | – | 0.03% | 202 |
|
|
2021
Q1 | $300K | Buy |
5,371
+450
| +9% | +$25.1K | 0.03% | 198 |
|
|
2020
Q4 | $297K | Buy |
+4,921
| New | +$297K | 0.03% | 206 |
|