Mitchell & Pahl Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
19,097
+297
| +2% | +$18.2K | 0.52% | 70 |
|
|
2025
Q1 | $1.12M | Sell |
18,800
-337
| -2% | -$20.1K | 0.52% | 70 |
|
|
2024
Q4 | $1.09M | Buy |
19,137
+1,358
| +8% | +$77K | 0.51% | 71 |
|
|
2024
Q3 | $1.15M | Sell |
17,779
-24
| -0.1% | -$1.56K | 0.54% | 66 |
|
|
2024
Q2 | $979K | Sell |
17,803
-29
| -0.2% | -$1.6K | 0.52% | 76 |
|
|
2024
Q1 | $895K | Buy |
17,832
+769
| +5% | +$38.6K | 0.47% | 79 |
|
|
2023
Q4 | $827K | Sell |
17,063
-204
| -1% | -$9.89K | 0.47% | 80 |
|
|
2023
Q3 | $853K | Buy |
17,267
+1,389
| +9% | +$68.6K | 0.51% | 71 |
|
|
2023
Q2 | $828K | Buy |
15,878
+535
| +3% | +$27.9K | 0.5% | 68 |
|
|
2023
Q1 | $797K | Buy |
15,343
+21
| +0.1% | +$1.09K | 0.5% | 70 |
|
|
2022
Q4 | $771K | Buy |
15,322
+261
| +2% | +$13.1K | 0.51% | 74 |
|
|
2022
Q3 | $660K | Buy |
15,061
+452
| +3% | +$19.8K | 0.49% | 79 |
|
|
2022
Q2 | $670K | Buy |
14,609
+1,553
| +12% | +$71.2K | 0.47% | 80 |
|
|
2022
Q1 | $595K | Buy |
13,056
+1,534
| +13% | +$69.9K | 0.38% | 89 |
|
|
2021
Q4 | $620K | Buy |
11,522
+527
| +5% | +$28.4K | 0.4% | 83 |
|
|
2021
Q3 | $596K | Buy |
10,995
+294
| +3% | +$15.9K | 0.43% | 78 |
|
|
2021
Q2 | $626K | Buy |
10,701
+340
| +3% | +$19.9K | 0.45% | 76 |
|
|
2021
Q1 | $578K | Buy |
10,361
+284
| +3% | +$15.8K | 0.45% | 77 |
|
|
2020
Q4 | $608K | Buy |
+10,077
| New | +$608K | 0.51% | 66 |
|