Opal 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 | $79.2K | Buy |
1,295
+239
| +23% | +$14.6K | 0.02% | 301 |
|
2025
Q1 | $62.9K | Buy |
+1,056
| New | +$62.9K | 0.02% | 330 |
|
2024
Q3 | – | Sell |
-2,486
| Closed | -$137K | – | 1108 |
|
2024
Q2 | $137K | Sell |
2,486
-779
| -24% | -$42.8K | 0.04% | 234 |
|
2024
Q1 | $164K | Buy |
+3,265
| New | +$164K | 0.06% | 180 |
|