Moran 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 | $4.86M | Buy |
79,405
+2,115
| +3% | +$129K | 0.15% | 184 |
|
|
2025
Q1 | $4.6M | Sell |
77,290
-23,949
| -24% | -$1.43M | 0.15% | 189 |
|
|
2024
Q4 | $5.74M | Sell |
101,239
-3,383
| -3% | -$192K | 0.18% | 152 |
|
|
2024
Q3 | $6.8M | Sell |
104,622
-1,531
| -1% | -$99.5K | 0.21% | 139 |
|
|
2024
Q2 | $5.84M | Sell |
106,153
-152
| -0.1% | -$8.36K | 0.19% | 153 |
|
|
2024
Q1 | $5.34M | Buy |
106,305
+2,041
| +2% | +$102K | 0.17% | 164 |
|
|
2023
Q4 | $5.05M | Buy |
+104,264
| New | +$5.05M | 0.18% | 162 |
|