Meridian Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,756
| Closed | -$404K | – | 186 |
|
|
2023
Q2 | $404K | Buy |
+7,756
| New | +$404K | 0.1% | 119 |
|
|
2022
Q4 | – | Sell |
-4,560
| Closed | -$200K | – | 199 |
|
|
2022
Q3 | $200K | Hold |
4,560
| – | – | 0.06% | 178 |
|
|
2022
Q2 | $209K | Sell |
4,560
-5,443
| -54% | -$249K | 0.06% | 182 |
|
|
2022
Q1 | $456K | Buy |
10,003
+2,148
| +27% | +$97.9K | 0.11% | 135 |
|
|
2021
Q4 | $423K | Sell |
7,855
-211
| -3% | -$11.4K | 0.1% | 130 |
|
|
2021
Q3 | $437K | Buy |
8,066
+182
| +2% | +$9.86K | 0.12% | 128 |
|
|
2021
Q2 | $461K | Buy |
7,884
+814
| +12% | +$47.6K | 0.13% | 127 |
|
|
2021
Q1 | $395K | Buy |
7,070
+388
| +6% | +$21.7K | 0.13% | 124 |
|
|
2020
Q4 | $403K | Buy |
+6,682
| New | +$403K | 0.15% | 117 |
|
|
2019
Q1 | – | Sell |
-124
| Closed | -$6K | – | 372 |
|
|
2018
Q4 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 427 |
|