LGT Financial 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 | $69.6K | Buy |
1,137
+13
| +1% | +$795 | 0.18% | 88 |
|
|
2025
Q1 | $67K | Hold |
1,124
| – | – | 0.2% | 91 |
|
|
2024
Q4 | $63.8K | Sell |
1,124
-344
| -23% | -$19.5K | 0.14% | 129 |
|
|
2024
Q3 | $95.4K | Buy |
1,468
+5
| +0.3% | +$325 | 0.24% | 76 |
|
|
2024
Q2 | $80.5K | Buy |
1,463
+7
| +0.5% | +$385 | 0.17% | 104 |
|
|
2024
Q1 | $73.1K | Buy |
1,456
+6
| +0.4% | +$301 | 0.08% | 198 |
|
|
2023
Q4 | $70.3K | Sell |
1,450
-24
| -2% | -$1.16K | 0.09% | 190 |
|
|
2023
Q3 | $72.8K | Buy |
+1,474
| New | +$72.8K | 0.09% | 186 |
|