Symphony Financial’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,570
| Closed | -$203K | – | 215 |
|
|
2024
Q4 | $203K | Sell |
3,570
-574
| -14% | -$32.7K | 0.03% | 219 |
|
|
2024
Q3 | $271K | Buy |
4,144
+16
| +0.4% | +$1.05K | 0.04% | 193 |
|
|
2024
Q2 | $228K | Sell |
4,128
-767
| -16% | -$42.5K | 0.04% | 193 |
|
|
2024
Q1 | $246K | Sell |
4,895
-586
| -11% | -$29.4K | 0.06% | 162 |
|
|
2023
Q4 | $264K | Buy |
5,481
+710
| +15% | +$34.2K | 0.06% | 173 |
|
|
2023
Q3 | $233K | Sell |
4,771
-5
| -0.1% | -$244 | 0.06% | 145 |
|
|
2023
Q2 | $246K | Sell |
4,776
-41
| -0.9% | -$2.11K | 0.06% | 166 |
|
|
2023
Q1 | $250K | Buy |
4,817
+9
| +0.2% | +$468 | 0.06% | 186 |
|
|
2022
Q4 | $244K | Sell |
4,808
-265
| -5% | -$13.5K | 0.06% | 179 |
|
|
2022
Q3 | $227K | Sell |
5,073
-144
| -3% | -$6.44K | 0.07% | 174 |
|
|
2022
Q2 | $238K | Sell |
5,217
-1,462
| -22% | -$66.7K | 0.07% | 168 |
|
|
2022
Q1 | $308K | Buy |
6,679
+674
| +11% | +$31.1K | 0.07% | 161 |
|
|
2021
Q4 | $325K | Sell |
6,005
-373
| -6% | -$20.2K | 0.09% | 140 |
|
|
2021
Q3 | $350K | Sell |
6,378
-798
| -11% | -$43.8K | 0.12% | 121 |
|
|
2021
Q2 | $419K | Sell |
7,176
-531
| -7% | -$31K | 0.14% | 110 |
|
|
2021
Q1 | $435K | Buy |
7,707
+196
| +3% | +$11.1K | 0.12% | 121 |
|
|
2020
Q4 | $455K | Buy |
+7,511
| New | +$455K | 0.16% | 99 |
|