LWA
Lineweaver Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
27,186
-2,521
| -8% | -$154K | 0.26% | 78 |
|
|
2025
Q1 | $1.77M | Buy |
29,707
+2,583
| +10% | +$154K | 0.3% | 65 |
|
|
2024
Q4 | $1.54M | Buy |
27,124
+846
| +3% | +$48K | 0.28% | 68 |
|
|
2024
Q3 | $1.71M | Sell |
26,278
-129
| -0.5% | -$8.38K | 0.33% | 60 |
|
|
2024
Q2 | $1.45M | Sell |
26,407
-323
| -1% | -$17.8K | 0.3% | 60 |
|
|
2024
Q1 | $1.34M | Buy |
26,730
+973
| +4% | +$48.8K | 0.32% | 63 |
|
|
2023
Q4 | $1.25M | Sell |
25,757
-15,331
| -37% | -$743K | 0.32% | 61 |
|
|
2023
Q3 | $2.03M | Sell |
41,088
-8,663
| -17% | -$428K | 0.59% | 34 |
|
|
2023
Q2 | $2.59M | Buy |
49,751
+463
| +0.9% | +$24.1K | 0.74% | 26 |
|
|
2023
Q1 | $2.56M | Buy |
49,288
+40,290
| +448% | +$2.09M | 0.79% | 24 |
|
|
2022
Q4 | $453K | Sell |
8,998
-1,502
| -14% | -$75.6K | 0.14% | 88 |
|
|
2022
Q3 | $460K | Buy |
10,500
+4,804
| +84% | +$210K | 0.15% | 87 |
|
|
2022
Q2 | $261K | Buy |
+5,696
| New | +$261K | 0.09% | 111 |
|