Long Run Wealth 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 | $1.46M | Sell |
23,888
-666
| -3% | -$40.7K | 0.31% | 58 |
|
|
2025
Q1 | $1.46M | Buy |
24,554
+2,654
| +12% | +$158K | 0.33% | 54 |
|
|
2024
Q4 | $1.24M | Buy |
21,900
+1,923
| +10% | +$109K | 0.3% | 58 |
|
|
2024
Q3 | $1.3M | Sell |
19,977
-1,789
| -8% | -$116K | 0.31% | 59 |
|
|
2024
Q2 | $1.2M | Buy |
21,766
+301
| +1% | +$16.6K | 0.3% | 59 |
|
|
2024
Q1 | $1.08M | Buy |
21,465
+661
| +3% | +$33.2K | 0.28% | 61 |
|
|
2023
Q4 | $1.01M | Sell |
20,804
-574
| -3% | -$27.8K | 0.29% | 59 |
|
|
2023
Q3 | $1.06M | Sell |
21,378
-292
| -1% | -$14.4K | 0.34% | 55 |
|
|
2023
Q2 | $1.13M | Sell |
21,670
-6,200
| -22% | -$323K | 0.36% | 58 |
|
|
2023
Q1 | $1.45M | Buy |
27,870
+344
| +1% | +$17.9K | 0.49% | 50 |
|
|
2022
Q4 | $1.39M | Buy |
27,526
+768
| +3% | +$38.7K | 0.5% | 52 |
|
|
2022
Q3 | $1.17M | Buy |
26,758
+3,657
| +16% | +$160K | 0.46% | 49 |
|
|
2022
Q2 | $1.06M | Buy |
23,101
+238
| +1% | +$10.9K | 0.41% | 53 |
|
|
2022
Q1 | $1.05M | Buy |
22,863
+3,660
| +19% | +$167K | 0.37% | 56 |
|
|
2021
Q4 | $1.04M | Buy |
+19,203
| New | +$1.04M | 0.36% | 58 |
|