Leonard Rickey Investment Advisors’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Buy
7,167
+625
+10% +$38.2K 0.09% 67
2025
Q1
$407K Buy
6,542
+1,072
+20% +$66.7K 0.09% 63
2024
Q4
$310K Buy
5,470
+101
+2% +$5.73K 0.07% 79
2024
Q3
$349K Buy
5,369
+237
+5% +$15.4K 0.08% 70
2024
Q2
$282K Buy
+5,132
New +$282K 0.07% 84