Marks Group Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Sell |
15,809
-620
| -4% | -$37.9K | 0.09% | 180 |
|
|
2025
Q1 | $978K | Sell |
16,429
-577
| -3% | -$34.4K | 0.09% | 182 |
|
|
2024
Q4 | $964K | Sell |
17,006
-114
| -0.7% | -$6.46K | 0.1% | 171 |
|
|
2024
Q3 | $1.11M | Buy |
17,120
+2,627
| +18% | +$171K | 0.11% | 170 |
|
|
2024
Q2 | $797K | Buy |
14,493
+10,186
| +236% | +$560K | 0.08% | 183 |
|
|
2024
Q1 | $216K | Buy |
+4,307
| New | +$216K | 0.02% | 293 |
|
|
2023
Q2 | – | Sell |
-4,440
| Closed | -$231K | – | 287 |
|
|
2023
Q1 | $231K | Buy |
+4,440
| New | +$231K | 0.03% | 262 |
|
|
2022
Q2 | – | Sell |
-9,974
| Closed | -$455K | – | 310 |
|
|
2022
Q1 | $455K | Buy |
9,974
+1,802
| +22% | +$82.2K | 0.06% | 242 |
|
|
2021
Q4 | $448K | Buy |
8,172
+1,782
| +28% | +$97.7K | 0.05% | 244 |
|
|
2021
Q3 | $351K | Buy |
6,390
+2,091
| +49% | +$115K | 0.05% | 231 |
|
|
2021
Q2 | $251K | Buy |
4,299
+108
| +3% | +$6.31K | 0.03% | 229 |
|
|
2021
Q1 | $234K | Sell |
4,191
-538
| -11% | -$30K | 0.03% | 225 |
|
|
2020
Q4 | $285K | Buy |
4,729
+368
| +8% | +$22.2K | 0.04% | 219 |
|
|
2020
Q3 | $269K | Hold |
4,361
| – | – | 0.05% | 211 |
|
|
2020
Q2 | $240K | Buy |
4,361
+412
| +10% | +$22.7K | 0.05% | 211 |
|
|
2020
Q1 | $200K | Buy |
+3,949
| New | +$200K | 0.05% | 207 |
|