Physician 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 | $105K | Buy |
1,719
+87
| +5% | +$5.32K | 0.02% | 256 |
|
|
2025
Q1 | $97.2K | Buy |
1,632
+5
| +0.3% | +$298 | 0.02% | 257 |
|
|
2024
Q4 | $92.2K | Buy |
+1,627
| New | +$92.2K | 0.02% | 268 |
|
|
2023
Q3 | – | Sell |
-4,012
| Closed | -$210K | – | 156 |
|
|
2023
Q2 | $210K | Buy |
4,012
+7
| +0.2% | +$366 | 0.05% | 145 |
|
|
2023
Q1 | $216K | Buy |
4,005
+6
| +0.2% | +$323 | 0.06% | 142 |
|
|
2022
Q4 | $202K | Buy |
+3,999
| New | +$202K | 0.05% | 146 |
|
|
2022
Q3 | – | Sell |
-4,327
| Closed | -$212K | – | 152 |
|
|
2022
Q2 | $212K | Sell |
4,327
-60
| -1% | -$2.94K | 0.06% | 143 |
|
|
2022
Q1 | $201K | Sell |
4,387
-635
| -13% | -$29.1K | 0.05% | 152 |
|
|
2021
Q4 | $270K | Buy |
5,022
+80
| +2% | +$4.3K | 0.07% | 138 |
|
|
2021
Q3 | $262K | Buy |
4,942
+6
| +0.1% | +$318 | 0.07% | 131 |
|
|
2021
Q2 | $274K | Buy |
4,936
+6
| +0.1% | +$333 | 0.08% | 122 |
|
|
2021
Q1 | $278K | Buy |
4,930
+6
| +0.1% | +$338 | 0.09% | 118 |
|
|
2020
Q4 | $274K | Buy |
4,924
+75
| +2% | +$4.17K | 0.09% | 112 |
|
|
2020
Q3 | $280K | Buy |
4,849
+5
| +0.1% | +$289 | 0.11% | 105 |
|
|
2020
Q2 | $289K | Buy |
4,844
+42
| +0.9% | +$2.51K | 0.12% | 105 |
|
|
2020
Q1 | $254K | Buy |
4,802
+1,111
| +30% | +$58.8K | 0.13% | 93 |
|
|
2019
Q4 | $209K | Sell |
3,691
-22
| -0.6% | -$1.25K | 0.09% | 112 |
|
|
2019
Q3 | $217K | Buy |
+3,713
| New | +$217K | 0.11% | 99 |
|