Live Oak Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
4,107
-12
| -0.3% | -$734 | 0.04% | 166 |
|
|
2025
Q1 | $245K | Hold |
4,119
| – | – | 0.04% | 161 |
|
|
2024
Q4 | $234K | Sell |
4,119
-204
| -5% | -$11.6K | 0.04% | 162 |
|
|
2024
Q3 | $281K | Sell |
4,323
-108,145
| -96% | -$7.03M | 0.05% | 149 |
|
|
2024
Q2 | $6.18M | Sell |
112,468
-9,386
| -8% | -$516K | 1.06% | 36 |
|
|
2024
Q1 | $6.12M | Sell |
121,854
-1,066
| -0.9% | -$53.5K | 1.06% | 39 |
|
|
2023
Q4 | $5.96M | Sell |
122,920
-1,824
| -1% | -$88.4K | 1.12% | 38 |
|
|
2023
Q3 | $6.16M | Buy |
124,744
+220
| +0.2% | +$10.9K | 1.31% | 35 |
|
|
2023
Q2 | $6.49M | Sell |
124,524
-338
| -0.3% | -$17.6K | 1.29% | 35 |
|
|
2023
Q1 | $6.48M | Buy |
124,862
+5,076
| +4% | +$264K | 1.34% | 38 |
|
|
2022
Q4 | $6.03M | Buy |
119,786
+16,354
| +16% | +$823K | 1.25% | 35 |
|
|
2022
Q3 | $4.53M | Buy |
103,432
+3,133
| +3% | +$137K | 1.02% | 41 |
|
|
2022
Q2 | $4.6M | Buy |
100,299
+6,172
| +7% | +$283K | 0.97% | 45 |
|
|
2022
Q1 | $4.29M | Buy |
94,127
+10,164
| +12% | +$463K | 0.83% | 49 |
|
|
2021
Q4 | $4.52M | Buy |
83,963
+7,550
| +10% | +$406K | 0.84% | 50 |
|
|
2021
Q3 | $4.14M | Buy |
76,413
+16,099
| +27% | +$873K | 0.84% | 50 |
|
|
2021
Q2 | $3.53M | Buy |
60,314
+3,476
| +6% | +$203K | 0.78% | 52 |
|
|
2021
Q1 | $3.17M | Buy |
56,838
+18,884
| +50% | +$1.05M | 0.78% | 49 |
|
|
2020
Q4 | $2.29M | Buy |
37,954
+10,654
| +39% | +$643K | 0.64% | 51 |
|
|
2020
Q3 | $1.68M | Buy |
27,300
+1,604
| +6% | +$98.9K | 0.58% | 56 |
|
|
2020
Q2 | $1.41M | Buy |
+25,696
| New | +$1.41M | 0.51% | 59 |
|