Naviter 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 | $3.59M | Buy |
58,671
+1,702
| +3% | +$104K | 0.44% | 51 |
|
|
2025
Q1 | $3.37M | Buy |
56,969
+419
| +0.7% | +$24.8K | 0.41% | 61 |
|
|
2024
Q4 | $3.21M | Sell |
56,550
-1,341
| -2% | -$76K | 0.39% | 62 |
|
|
2024
Q3 | $3.76M | Sell |
57,891
-1,100
| -2% | -$71.5K | 0.52% | 48 |
|
|
2024
Q2 | $3.24M | Buy |
58,991
+2,492
| +4% | +$137K | 0.48% | 48 |
|
|
2024
Q1 | $2.84M | Buy |
56,499
+15,112
| +37% | +$758K | 0.46% | 55 |
|
|
2023
Q4 | $2.01M | Buy |
41,387
+2,950
| +8% | +$143K | 0.4% | 67 |
|
|
2023
Q3 | $1.9M | Buy |
38,437
+4,230
| +12% | +$209K | 0.46% | 49 |
|
|
2023
Q2 | $1.78M | Buy |
34,207
+4,212
| +14% | +$220K | 0.45% | 51 |
|
|
2023
Q1 | $1.56M | Buy |
29,995
+2,309
| +8% | +$120K | 0.54% | 41 |
|
|
2022
Q4 | $1.4M | Buy |
27,686
+2,068
| +8% | +$105K | 0.38% | 59 |
|
|
2022
Q3 | $1.12M | Buy |
25,618
+294
| +1% | +$12.9K | 0.46% | 44 |
|
|
2022
Q2 | $1.16M | Buy |
+25,324
| New | +$1.16M | 0.48% | 39 |
|