Opes Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,761
| Closed | -$224K | – | 150 |
|
|
2025
Q1 | $224K | Sell |
3,761
-9
| -0.2% | -$536 | 0.05% | 135 |
|
|
2024
Q4 | $214K | Buy |
3,770
+527
| +16% | +$29.9K | 0.04% | 133 |
|
|
2024
Q3 | $211K | Buy |
+3,243
| New | +$211K | 0.04% | 131 |
|
|
2023
Q2 | – | Sell |
-4,005
| Closed | -$208K | – | 123 |
|
|
2023
Q1 | $208K | Hold |
4,005
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $202K | Buy |
+4,005
| New | +$202K | 0.07% | 102 |
|
|
2022
Q1 | – | Sell |
-3,767
| Closed | -$203K | – | 113 |
|
|
2021
Q4 | $203K | Hold |
3,767
| – | – | 0.06% | 109 |
|
|
2021
Q3 | $204K | Buy |
+3,767
| New | +$204K | 0.07% | 94 |
|