Nicolet Advisory Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
3,538
+3
| +0.1% | +$181 | 0.02% | 379 |
|
|
2025
Q1 | $212K | Buy |
+3,535
| New | +$212K | 0.02% | 349 |
|
|
2024
Q4 | – | Sell |
-3,400
| Closed | -$214K | – | 398 |
|
|
2024
Q3 | $214K | Buy |
+3,400
| New | +$214K | 0.02% | 348 |
|
|
2024
Q2 | – | Sell |
-4,660
| Closed | -$226K | – | 366 |
|
|
2024
Q1 | $226K | Buy |
+4,660
| New | +$226K | 0.02% | 316 |
|
|
2023
Q4 | – | Sell |
-6,013
| Closed | -$294K | – | 339 |
|
|
2023
Q3 | $294K | Buy |
6,013
+394
| +7% | +$19.3K | 0.03% | 232 |
|
|
2023
Q2 | $288K | Buy |
5,619
+1,197
| +27% | +$61.4K | 0.03% | 238 |
|
|
2023
Q1 | $237K | Buy |
+4,422
| New | +$237K | 0.03% | 251 |
|