Perigon 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 | $555K | Sell |
9,070
-438
| -5% | -$26.8K | 0.01% | 640 |
|
|
2025
Q1 | $566K | Sell |
9,508
-876
| -8% | -$52.2K | 0.01% | 604 |
|
|
2024
Q4 | $576K | Buy |
10,384
+459
| +5% | +$25.4K | 0.01% | 594 |
|
|
2024
Q3 | $645K | Sell |
9,925
-11
| -0.1% | -$715 | 0.02% | 542 |
|
|
2024
Q2 | $546K | Sell |
9,936
-571
| -5% | -$31.4K | 0.02% | 513 |
|
|
2024
Q1 | $527K | Buy |
10,507
+2,515
| +31% | +$126K | 0.02% | 521 |
|
|
2023
Q4 | $387K | Sell |
7,992
-817
| -9% | -$39.6K | 0.01% | 574 |
|
|
2023
Q3 | $435K | Buy |
8,809
+2,138
| +32% | +$106K | 0.02% | 475 |
|
|
2023
Q2 | $348K | Buy |
6,671
+1,683
| +34% | +$87.7K | 0.01% | 562 |
|
|
2023
Q1 | $259K | Sell |
4,988
-364
| -7% | -$18.9K | 0.01% | 592 |
|
|
2022
Q4 | $269K | Buy |
+5,352
| New | +$269K | 0.02% | 563 |
|
|
2021
Q1 | – | Sell |
-1,153
| Closed | -$70K | – | 993 |
|
|
2020
Q4 | $70K | Buy |
+1,153
| New | +$70K | 0.01% | 634 |
|
|
2017
Q3 | – | Sell |
-5,788
| Closed | -$313K | – | 715 |
|
|
2017
Q2 | $313K | Buy |
5,788
+3,081
| +114% | +$167K | 0.07% | 202 |
|
|
2017
Q1 | $134K | Hold |
2,707
| – | – | 0.03% | 278 |
|
|
2016
Q4 | $130K | Buy |
+2,707
| New | +$130K | 0.03% | 266 |
|