Schrum Private 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 | $381K | Hold |
6,223
| – | – | 0.31% | 80 |
|
|
2025
Q1 | $371K | Hold |
6,223
| – | – | 0.33% | 80 |
|
|
2024
Q4 | $353K | Sell |
6,223
-3,709
| -37% | -$210K | 0.3% | 83 |
|
|
2024
Q3 | $645K | Buy |
9,932
+3,709
| +60% | +$241K | 0.33% | 68 |
|
|
2024
Q2 | $342K | Buy |
6,223
+62
| +1% | +$3.41K | 0.31% | 79 |
|
|
2024
Q1 | $309K | Buy |
+6,161
| New | +$309K | 0.28% | 85 |
|
|
2023
Q4 | – | Sell |
-6,161
| Closed | -$304K | – | 113 |
|
|
2023
Q3 | $304K | Hold |
6,161
| – | – | 0.35% | 74 |
|
|
2023
Q2 | $321K | Hold |
6,161
| – | – | 0.35% | 74 |
|
|
2023
Q1 | $320K | Hold |
6,161
| – | – | 0.37% | 74 |
|
|
2022
Q4 | $310K | Sell |
6,161
-1,379
| -18% | -$69.4K | 0.37% | 75 |
|
|
2022
Q3 | $331K | Hold |
7,540
| – | – | 0.42% | 70 |
|
|
2022
Q2 | $346K | Hold |
7,540
| – | – | 0.39% | 76 |
|
|
2022
Q1 | $343K | Sell |
7,540
-185
| -2% | -$8.42K | 0.34% | 84 |
|
|
2021
Q4 | $416K | Buy |
+7,725
| New | +$416K | 0.38% | 74 |
|