Summit Financial’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
5,141
+467
| +10% | +$28.6K | 0.01% | 670 |
|
|
2025
Q1 | $278K | Buy |
4,674
+18
| +0.4% | +$1.07K | 0.01% | 624 |
|
|
2024
Q4 | $264K | Buy |
4,656
+371
| +9% | +$21K | 0.01% | 564 |
|
|
2024
Q3 | $278K | Buy |
+4,285
| New | +$278K | 0.01% | 475 |
|
|
2022
Q4 | – | Sell |
-4,606
| Closed | -$202K | – | 268 |
|
|
2022
Q3 | $202K | Buy |
+4,606
| New | +$202K | 0.02% | 243 |
|