Quotient Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
9,893
-1,362
| -12% | -$83.3K | 0.02% | 159 |
|
|
2025
Q1 | $670K | Buy |
11,255
+1,173
| +12% | +$69.9K | 0.02% | 147 |
|
|
2024
Q4 | $572K | Buy |
10,082
+1,876
| +23% | +$106K | 0.02% | 153 |
|
|
2024
Q3 | $533K | Sell |
8,206
-2,842
| -26% | -$185K | 0.02% | 169 |
|
|
2024
Q2 | $608K | Sell |
11,048
-26,564
| -71% | -$1.46M | 0.02% | 155 |
|
|
2024
Q1 | $1.89M | Sell |
37,612
-27,566
| -42% | -$1.38M | 0.07% | 78 |
|
|
2023
Q4 | $3.16M | Buy |
+65,178
| New | +$3.16M | 0.12% | 73 |
|