Richardson Financial 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 | $28.7K | Sell |
468
-150
| -24% | -$9.2K | 0.02% | 304 |
|
2025
Q1 | $36.8K | Buy |
618
+418
| +209% | +$24.9K | 0.03% | 266 |
|
2024
Q4 | $11.3K | Sell |
200
-200
| -50% | -$11.3K | 0.01% | 385 |
|
2024
Q3 | $24K | Buy |
400
+200
| +100% | +$12K | 0.02% | 321 |
|
2024
Q2 | $11K | Hold |
200
| – | – | 0.01% | 381 |
|
2024
Q1 | $10K | Buy |
+200
| New | +$10K | 0.01% | 407 |
|