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