Merit Financial Group’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.49M Buy
40,768
+12,979
+47% +$794K 0.03% 446
2025
Q1
$1.65M Buy
27,789
+13,468
+94% +$802K 0.02% 485
2024
Q4
$812K Buy
14,321
+4,482
+46% +$254K 0.01% 558
2024
Q3
$639K Sell
9,839
-5,874
-37% -$382K 0.01% 509
2024
Q2
$864K Buy
15,713
+1,106
+8% +$60.8K 0.02% 452
2024
Q1
$761K Buy
14,607
+7,810
+115% +$407K 0.02% 467
2023
Q4
$330K Buy
6,797
+1,551
+30% +$75.2K 0.01% 598
2023
Q3
$259K Sell
5,246
-29
-0.5% -$1.43K 0.01% 629
2023
Q2
$275K Buy
+5,275
New +$275K 0.01% 606