New Wave Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Sell |
4,059
-64
| -2% | -$3.92K | 0.11% | 114 |
|
2025
Q1 | $246K | Sell |
4,123
-2,211
| -35% | -$132K | 0.11% | 111 |
|
2024
Q4 | $359K | Sell |
6,334
-485
| -7% | -$27.5K | 0.15% | 91 |
|
2024
Q3 | $443K | Sell |
6,819
-262
| -4% | -$17K | 0.2% | 72 |
|
2024
Q2 | $389K | Buy |
+7,081
| New | +$389K | 0.21% | 74 |
|