Pacific Capital 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
Q1 | – | Sell |
-400
| Closed | -$22.7K | – | 357 |
|
|
2024
Q4 | $22.7K | Hold |
400
| – | – | ﹤0.01% | 211 |
|
|
2024
Q3 | $26K | Hold |
400
| – | – | ﹤0.01% | 207 |
|
|
2024
Q2 | $22K | Sell |
400
-86
| -18% | -$4.73K | ﹤0.01% | 219 |
|
|
2024
Q1 | $24.4K | Buy |
486
+86
| +22% | +$4.32K | 0.01% | 176 |
|
|
2023
Q4 | $19.4K | Buy |
+400
| New | +$19.4K | ﹤0.01% | 197 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$25K | – | 184 |
|
|
2020
Q3 | $25K | Buy |
+400
| New | +$25K | 0.01% | 137 |
|