NewEdge 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 | $4.56M | Sell |
74,389
-17,512
| -19% | -$1.07M | 0.07% | 223 |
|
|
2025
Q1 | $5.47M | Buy |
91,901
+11,959
| +15% | +$712K | 0.1% | 172 |
|
|
2024
Q4 | $4.53M | Buy |
79,942
+2,219
| +3% | +$126K | 0.08% | 207 |
|
|
2024
Q3 | $5.05M | Buy |
77,723
+19,930
| +34% | +$1.29M | 0.09% | 191 |
|
|
2024
Q2 | $3.18M | Buy |
57,793
+998
| +2% | +$54.9K | 0.07% | 234 |
|
|
2024
Q1 | $2.95M | Buy |
56,795
+26,955
| +90% | +$1.4M | 0.07% | 250 |
|
|
2023
Q4 | $1.45M | Buy |
29,840
+13,234
| +80% | +$642K | 0.04% | 343 |
|
|
2023
Q3 | $820K | Buy |
16,606
+3,373
| +25% | +$167K | 0.03% | 383 |
|
|
2023
Q2 | $690K | Buy |
13,233
+2,093
| +19% | +$109K | 0.02% | 411 |
|
|
2023
Q1 | $579K | Buy |
11,140
+4,411
| +66% | +$229K | 0.02% | 394 |
|
|
2022
Q4 | $339K | Sell |
6,729
-917
| -12% | -$46.2K | 0.01% | 424 |
|
|
2022
Q3 | $335K | Sell |
7,646
-14,745
| -66% | -$646K | 0.02% | 405 |
|
|
2022
Q2 | $1.03M | Buy |
22,391
+14,450
| +182% | +$662K | 0.05% | 280 |
|
|
2022
Q1 | $362K | Buy |
+7,941
| New | +$362K | 0.02% | 339 |
|