Meridian 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
$3.12M Buy
50,937
+242
+0.5% +$14.8K 0.13% 156
2025
Q1
$3.02M Sell
50,695
-2,056
-4% -$122K 0.15% 150
2024
Q4
$2.99M Buy
52,751
+253
+0.5% +$14.3K 0.14% 148
2024
Q3
$3.41M Buy
+52,498
New +$3.41M 0.17% 132
2024
Q1
Sell
-49,704
Closed -$2.41M 528
2023
Q4
$2.41M Buy
+49,704
New +$2.41M 0.15% 152