Portside Wealth Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
44,190
+127
| +0.3% | +$7.77K | 0.4% | 63 |
|
|
2025
Q1 | $2.62M | Sell |
44,063
-1,153
| -3% | -$68.7K | 0.43% | 63 |
|
|
2024
Q4 | $2.56M | Sell |
45,216
-145
| -0.3% | -$8.22K | 0.42% | 60 |
|
|
2024
Q3 | $2.95M | Buy |
45,361
+1,526
| +3% | +$99.1K | 0.5% | 53 |
|
|
2024
Q2 | $2.41M | Buy |
43,835
+3,339
| +8% | +$184K | 0.46% | 58 |
|
|
2024
Q1 | $2.03M | Buy |
40,496
+7,429
| +22% | +$373K | 0.38% | 76 |
|
|
2023
Q4 | $1.6M | Sell |
33,067
-4,155
| -11% | -$201K | 0.3% | 87 |
|
|
2023
Q3 | $1.84M | Buy |
37,222
+4,621
| +14% | +$229K | 0.35% | 78 |
|
|
2023
Q2 | $1.7M | Buy |
+32,601
| New | +$1.7M | 0.32% | 85 |
|