Modern 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 | $873K | Sell |
14,274
-115
| -0.8% | -$7.04K | 0.02% | 382 |
|
|
2025
Q1 | $857K | Buy |
14,389
+791
| +6% | +$47.1K | 0.03% | 328 |
|
|
2024
Q4 | $771K | Buy |
13,598
+151
| +1% | +$8.56K | 0.03% | 296 |
|
|
2024
Q3 | $874K | Buy |
13,447
+337
| +3% | +$21.9K | 0.05% | 178 |
|
|
2024
Q2 | $721K | Buy |
13,110
+1,945
| +17% | +$107K | 0.05% | 167 |
|
|
2024
Q1 | $560K | Buy |
+11,165
| New | +$560K | 0.05% | 167 |
|