RWA 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 | $842K | Buy |
13,759
+9,736
| +242% | +$596K | 0.01% | 355 |
|
|
2025
Q1 | $240K | Buy |
+4,023
| New | +$240K | ﹤0.01% | 514 |
|
|
2024
Q4 | – | Sell |
-5,500
| Closed | -$357K | – | 594 |
|
|
2024
Q3 | $357K | Buy |
5,500
+1,351
| +33% | +$87.8K | ﹤0.01% | 448 |
|
|
2024
Q2 | $228K | Buy |
4,149
+149
| +4% | +$8.19K | ﹤0.01% | 505 |
|
|
2024
Q1 | $201K | Buy |
+4,000
| New | +$201K | ﹤0.01% | 525 |
|
|
2018
Q3 | – | Sell |
-963
| Closed | -$53K | – | 668 |
|
|
2018
Q2 | $53K | Buy |
+963
| New | +$53K | 0.01% | 397 |
|