Mission 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 | $726K | Buy |
11,875
+378
| +3% | +$23.1K | 0.02% | 373 |
|
|
2025
Q1 | $685K | Buy |
11,497
+159
| +1% | +$9.47K | 0.02% | 361 |
|
|
2024
Q4 | $643K | Buy |
11,338
+798
| +8% | +$45.2K | 0.02% | 354 |
|
|
2024
Q3 | $685K | Buy |
10,540
+1,530
| +17% | +$99.4K | 0.02% | 349 |
|
|
2024
Q2 | $495K | Buy |
9,010
+2,374
| +36% | +$131K | 0.01% | 390 |
|
|
2024
Q1 | $333K | Buy |
6,636
+1,125
| +20% | +$56.5K | 0.01% | 498 |
|
|
2023
Q4 | $267K | Buy |
5,511
+620
| +13% | +$30.1K | 0.01% | 473 |
|
|
2023
Q3 | $242K | Buy |
4,891
+7
| +0.1% | +$346 | 0.01% | 464 |
|
|
2023
Q2 | $255K | Sell |
4,884
-24
| -0.5% | -$1.25K | 0.01% | 455 |
|
|
2023
Q1 | $255K | Sell |
4,908
-170
| -3% | -$8.83K | 0.01% | 449 |
|
|
2022
Q4 | $256K | Buy |
5,078
+139
| +3% | +$7K | 0.01% | 432 |
|
|
2022
Q3 | $217K | Buy |
+4,939
| New | +$217K | 0.01% | 435 |
|
|
2022
Q2 | – | Sell |
-5,637
| Closed | -$257K | – | 519 |
|
|
2022
Q1 | $257K | Sell |
5,637
-823
| -13% | -$37.5K | 0.01% | 437 |
|
|
2021
Q4 | $347K | Buy |
6,460
+2,252
| +54% | +$121K | 0.02% | 378 |
|
|
2021
Q3 | $228K | Buy |
4,208
+377
| +10% | +$20.4K | 0.01% | 443 |
|
|
2021
Q2 | $224K | Sell |
3,831
-242
| -6% | -$14.2K | 0.01% | 445 |
|
|
2021
Q1 | $227K | Buy |
4,073
+111
| +3% | +$6.19K | 0.01% | 408 |
|
|
2020
Q4 | $239K | Buy |
+3,962
| New | +$239K | 0.02% | 375 |
|