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Planning Capital Management Corporation’s Unilever UL Stock Holding History

Planning Capital Management Corporation’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26
Closed -$1.59K – 907
2024
Q2 		$1.59K Hold
26
– – ﹤0.01% 553
2024
Q1 		$1.46K Sell
26
-140
-84% -$7.76K ﹤0.01% 588
2023
Q4 		$9.07K Buy
+166
New +$8.96K 0.01% 425

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Planning Capital Management Corporation's UL Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Unilever (UL) in Q3 2024, closing a stake of 26 shares — an estimated $1.59K sold.

Planning Capital Management Corporation first reported a position in UL in Q4 2023 and held it in 3 quarters. The position peaked at $9.07K in Q4 2023. 1,175 funds tracked by Wall St. Rank hold UL as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Unilever position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 26 Unilever shares in Q3 2024, an estimated $1.59K.
  • Planning Capital Management Corporation first reported a position in Unilever in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's Unilever position peaked at $9.07K in Q4 2023.
  • 1,175 funds tracked by Wall St. Rank held Unilever as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.