SkyOak Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
41,088
-26
| -0.1% | -$1.59K | 0.51% | 55 |
|
|
2025
Q1 | $2.45M | Sell |
41,114
-527
| -1% | -$31.4K | 0.54% | 49 |
|
|
2024
Q4 | $2.36M | Buy |
41,641
+2,279
| +6% | +$129K | 0.51% | 57 |
|
|
2024
Q3 | $2.56M | Sell |
39,362
-20
| -0.1% | -$1.3K | 0.57% | 49 |
|
|
2024
Q2 | $2.17M | Sell |
39,382
-1,425
| -3% | -$78.4K | 0.51% | 52 |
|
|
2024
Q1 | $2.05M | Sell |
40,807
-156
| -0.4% | -$7.83K | 0.49% | 54 |
|
|
2023
Q4 | $1.99M | Sell |
40,963
-887
| -2% | -$43K | 0.52% | 50 |
|
|
2023
Q3 | $2.07M | Sell |
41,850
-567
| -1% | -$28K | 0.6% | 42 |
|
|
2023
Q2 | $2.21M | Sell |
42,417
-472
| -1% | -$24.6K | 0.62% | 41 |
|
|
2023
Q1 | $2.23M | Sell |
42,889
-186
| -0.4% | -$9.66K | 0.68% | 39 |
|
|
2022
Q4 | $2.17M | Sell |
43,075
-504
| -1% | -$25.4K | 0.73% | 37 |
|
|
2022
Q3 | $1.91M | Sell |
43,579
-1,197
| -3% | -$52.5K | 0.68% | 41 |
|
|
2022
Q2 | $2.05M | Sell |
44,776
-308
| -0.7% | -$14.1K | 0.7% | 43 |
|
|
2022
Q1 | $2.05M | Buy |
45,084
+1,044
| +2% | +$47.6K | 0.57% | 50 |
|
|
2021
Q4 | $2.37M | Sell |
44,040
-294
| -0.7% | -$15.8K | 0.6% | 49 |
|
|
2021
Q3 | $2.4M | Buy |
44,334
+668
| +2% | +$36.2K | 0.65% | 45 |
|
|
2021
Q2 | $2.55M | Buy |
43,666
+453
| +1% | +$26.5K | 0.68% | 40 |
|
|
2021
Q1 | $2.45M | Buy |
43,213
+2,733
| +7% | +$155K | 0.68% | 40 |
|
|
2020
Q4 | $2.44M | Sell |
40,480
-295
| -0.7% | -$17.8K | 0.76% | 42 |
|
|
2020
Q3 | $2.52M | Sell |
40,775
-814
| -2% | -$50.2K | 0.9% | 30 |
|
|
2020
Q2 | $2.28M | Buy |
41,589
+584
| +1% | +$32K | 0.84% | 30 |
|
|
2020
Q1 | $2.07M | Sell |
41,005
-2,352
| -5% | -$119K | 1.06% | 25 |
|
|
2019
Q4 | $2.48M | Buy |
+43,357
| New | +$2.48M | 0.77% | 37 |
|