Legacy Wealth Management (Mississippi)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44,410
| Closed | -$2.88M | – | 100 |
|
|
2024
Q3 | $2.88M | Hold |
44,410
| – | – | 1.06% | 26 |
|
|
2024
Q2 | $2.44M | Hold |
44,410
| – | – | 1.03% | 28 |
|
|
2024
Q1 | $2.23M | Hold |
44,410
| – | – | 1% | 29 |
|
|
2023
Q4 | $2.15M | Sell |
44,410
-305
| -0.7% | -$14.8K | 1.04% | 28 |
|
|
2023
Q3 | $2.21M | Buy |
44,715
+150
| +0.3% | +$7.41K | 1.15% | 26 |
|
|
2023
Q2 | $2.32M | Buy |
44,565
+1,910
| +4% | +$99.6K | 1.17% | 24 |
|
|
2023
Q1 | $2.22M | Hold |
42,655
| – | – | 1.22% | 24 |
|
|
2022
Q4 | $2.15M | Sell |
42,655
-221
| -0.5% | -$11.1K | 1.27% | 23 |
|
|
2022
Q3 | $1.88M | Sell |
42,876
-325
| -0.8% | -$14.2K | 1.27% | 25 |
|
|
2022
Q2 | $1.98M | Buy |
+43,201
| New | +$1.98M | 1.2% | 24 |
|