Red Door Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
6,387
-371
| -5% | -$22.7K | 0.05% | 184 |
|
|
2025
Q1 | $402K | Sell |
6,758
-3,449
| -34% | -$205K | 0.06% | 165 |
|
|
2024
Q4 | $579K | Buy |
10,207
+455
| +5% | +$25.8K | 0.09% | 121 |
|
|
2024
Q3 | $633K | Sell |
9,752
-121
| -1% | -$7.86K | 0.11% | 105 |
|
|
2024
Q2 | $543K | Buy |
9,873
+9
| +0.1% | +$495 | 0.1% | 110 |
|
|
2024
Q1 | $495K | Buy |
9,864
+100
| +1% | +$5.02K | 0.1% | 113 |
|
|
2023
Q4 | $473K | Sell |
9,764
-343
| -3% | -$16.6K | 0.1% | 116 |
|
|
2023
Q3 | $499K | Buy |
10,107
+562
| +6% | +$27.8K | 0.12% | 108 |
|
|
2023
Q2 | $498K | Buy |
9,545
+1,800
| +23% | +$93.8K | 0.11% | 127 |
|
|
2023
Q1 | $402K | Buy |
7,745
+3,456
| +81% | +$179K | 0.13% | 98 |
|
|
2022
Q4 | $216K | Buy |
+4,289
| New | +$216K | 0.07% | 133 |
|
|
2022
Q1 | – | Sell |
-4,202
| Closed | -$226K | – | 162 |
|
|
2021
Q4 | $226K | Sell |
4,202
-697
| -14% | -$37.5K | 0.07% | 149 |
|
|
2021
Q3 | $266K | Hold |
4,899
| – | – | 0.1% | 140 |
|
|
2021
Q2 | $286K | Buy |
4,899
+548
| +13% | +$32K | 0.11% | 123 |
|
|
2021
Q1 | $243K | Hold |
4,351
| – | – | 0.12% | 106 |
|
|
2020
Q4 | $263K | Hold |
4,351
| – | – | 0.16% | 94 |
|
|
2020
Q3 | $268K | Hold |
4,351
| – | – | 0.2% | 88 |
|
|
2020
Q2 | $238K | Hold |
4,351
| – | – | 0.17% | 87 |
|
|
2020
Q1 | $220K | Hold |
4,351
| – | – | 0.21% | 79 |
|
|
2019
Q4 | $245K | Buy |
+4,351
| New | +$245K | 0.22% | 88 |
|