Spire 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 | $199K | Sell |
3,260
-12,803
| -80% | -$783K | 0.01% | 766 |
|
|
2025
Q1 | $957K | Buy |
16,063
+553
| +4% | +$32.9K | 0.03% | 411 |
|
|
2024
Q4 | $879K | Sell |
15,510
-1,045
| -6% | -$59.3K | 0.03% | 423 |
|
|
2024
Q3 | $1.08M | Sell |
16,555
-2,381
| -13% | -$155K | 0.04% | 363 |
|
|
2024
Q2 | $1.04M | Sell |
18,936
-2,730
| -13% | -$150K | 0.04% | 334 |
|
|
2024
Q1 | $1.09M | Buy |
21,666
+2,944
| +16% | +$148K | 0.02% | 358 |
|
|
2023
Q4 | $883K | Sell |
18,722
-884
| -5% | -$41.7K | 0.03% | 390 |
|
|
2023
Q3 | $969K | Buy |
19,606
+1,211
| +7% | +$59.8K | 0.04% | 336 |
|
|
2023
Q2 | $959K | Buy |
18,395
+171
| +0.9% | +$8.91K | 0.04% | 355 |
|
|
2023
Q1 | $946K | Buy |
18,224
+9,127
| +100% | +$474K | 0.04% | 352 |
|
|
2022
Q4 | $458K | Buy |
9,097
+2,145
| +31% | +$108K | 0.03% | 373 |
|
|
2022
Q3 | $305K | Sell |
6,952
-16,350
| -70% | -$717K | 0.02% | 437 |
|
|
2022
Q2 | $1.07M | Sell |
23,302
-8,468
| -27% | -$388K | 0.04% | 321 |
|
|
2022
Q1 | $1.45M | Sell |
31,770
-6,693
| -17% | -$305K | 0.04% | 320 |
|
|
2021
Q4 | $2.07M | Buy |
38,463
+5,433
| +16% | +$292K | 0.05% | 303 |
|
|
2021
Q3 | $1.79M | Buy |
33,030
+961
| +3% | +$52.1K | 0.05% | 304 |
|
|
2021
Q2 | $1.89M | Sell |
32,069
-4,669
| -13% | -$276K | 0.05% | 303 |
|
|
2021
Q1 | $2.05M | Buy |
+36,738
| New | +$2.05M | 0.05% | 274 |
|