Pinnacle Wealth Planning Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
+4,993
| New | +$305K | 0.04% | 294 |
|
|
2024
Q4 | – | Sell |
-3,473
| Closed | -$226K | – | 556 |
|
|
2024
Q3 | $226K | Buy |
+3,473
| New | +$226K | 0.03% | 418 |
|
|
2024
Q1 | – | Sell |
-5,293
| Closed | -$257K | – | 532 |
|
|
2023
Q4 | $257K | Sell |
5,293
-1,124
| -18% | -$54.5K | 0.04% | 316 |
|
|
2023
Q3 | $317K | Sell |
6,417
-748
| -10% | -$37K | 0.05% | 243 |
|
|
2023
Q2 | $374K | Sell |
7,165
-430
| -6% | -$22.4K | 0.06% | 217 |
|
|
2023
Q1 | $394K | Sell |
7,595
-1,586
| -17% | -$82.4K | 0.07% | 213 |
|
|
2022
Q4 | $462K | Sell |
9,181
-6,005
| -40% | -$302K | 0.08% | 177 |
|
|
2022
Q3 | $666K | Buy |
15,186
+2,793
| +23% | +$122K | 0.12% | 106 |
|
|
2022
Q2 | $568K | Buy |
12,393
+6,920
| +126% | +$317K | 0.1% | 134 |
|
|
2022
Q1 | $249K | Sell |
5,473
-6,477
| -54% | -$295K | 0.05% | 316 |
|
|
2021
Q4 | $643K | Buy |
11,950
+712
| +6% | +$38.3K | 0.13% | 120 |
|
|
2021
Q3 | $609K | Buy |
11,238
+666
| +6% | +$36.1K | 0.13% | 116 |
|
|
2021
Q2 | $618K | Buy |
10,572
+874
| +9% | +$51.1K | 0.14% | 109 |
|
|
2021
Q1 | $542K | Buy |
9,698
+4,337
| +81% | +$242K | 0.14% | 116 |
|
|
2020
Q4 | $324K | Buy |
+5,361
| New | +$324K | 0.08% | 179 |
|