MinichMacGregor Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-578
| Closed | -$29.2K | – | 610 |
|
|
2022
Q4 | $29.2K | Buy |
+578
| New | +$29.2K | 0.01% | 243 |
|
|
2018
Q4 | – | Sell |
-261
| Closed | -$14K | – | 493 |
|
|
2018
Q3 | $14K | Buy |
261
+181
| +226% | +$9.71K | 0.01% | 276 |
|
|
2018
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 411 |
|
|
2018
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 395 |
|
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 387 |
|
|
2017
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 366 |
|
|
2017
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 364 |
|
|
2017
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 372 |
|
|
2016
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 369 |
|
|
2016
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 368 |
|
|
2016
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 354 |
|
|
2016
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 345 |
|
|
2015
Q4 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 318 |
|