Phillips Wealth Planners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
8,372
-26
| -0.3% | -$1.58K | 0.46% | 70 |
|
|
2025
Q1 | $520K | Sell |
8,398
-572
| -6% | -$35.4K | 0.55% | 62 |
|
|
2024
Q4 | $495K | Buy |
8,970
+193
| +2% | +$10.6K | 0.49% | 66 |
|
|
2024
Q3 | $555K | Sell |
8,777
-392
| -4% | -$24.8K | 0.53% | 59 |
|
|
2024
Q2 | $518K | Sell |
9,169
-1,215
| -12% | -$68.7K | 0.55% | 60 |
|
|
2024
Q1 | $483K | Buy |
10,384
+2,017
| +24% | +$93.7K | 0.55% | 58 |
|
|
2023
Q4 | $395K | Sell |
8,367
-7,045
| -46% | -$332K | 0.48% | 72 |
|
|
2023
Q3 | $746K | Buy |
15,412
+1,073
| +7% | +$51.9K | 1.01% | 27 |
|
|
2023
Q2 | $747K | Sell |
14,339
-331
| -2% | -$17.3K | 0.98% | 29 |
|
|
2023
Q1 | $812K | Buy |
+14,670
| New | +$812K | 1.07% | 26 |
|