Octavia 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 | $394K | Sell |
6,446
-1,459
| -18% | -$89.2K | 0.04% | 139 |
|
|
2025
Q1 | $471K | Buy |
7,905
+1,225
| +18% | +$73K | 0.06% | 125 |
|
|
2024
Q4 | $379K | Buy |
6,680
+439
| +7% | +$24.9K | 0.05% | 141 |
|
|
2024
Q3 | $405K | Buy |
6,241
+412
| +7% | +$26.8K | 0.05% | 140 |
|
|
2024
Q2 | $321K | Buy |
5,829
+1,767
| +44% | +$97.2K | 0.04% | 159 |
|
|
2024
Q1 | $204K | Buy |
+4,062
| New | +$204K | 0.03% | 208 |
|