TFC Financial 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 | $73.6K | Buy |
1,204
+1,087
| +929% | +$66.5K | 0.01% | 228 |
|
|
2025
Q1 | $6.96K | Buy |
+117
| New | +$6.96K | ﹤0.01% | 383 |
|
|
2024
Q2 | – | Sell |
-684
| Closed | -$34.3K | – | 1096 |
|
|
2024
Q1 | $34.3K | Sell |
684
-705
| -51% | -$35.4K | 0.01% | 262 |
|
|
2023
Q4 | $67.4K | Sell |
1,389
-1,203
| -46% | -$58.3K | 0.01% | 202 |
|
|
2023
Q3 | $128K | Hold |
2,592
| – | – | 0.03% | 146 |
|
|
2023
Q2 | $135K | Sell |
2,592
-53
| -2% | -$2.76K | 0.03% | 141 |
|
|
2023
Q1 | $137K | Hold |
2,645
| – | – | 0.04% | 135 |
|
|
2022
Q4 | $133K | Sell |
2,645
-449
| -15% | -$22.6K | 0.04% | 129 |
|
|
2022
Q3 | $136K | Sell |
3,094
-241
| -7% | -$10.6K | 0.04% | 113 |
|
|
2022
Q2 | $153K | Sell |
3,335
-1,258
| -27% | -$57.7K | 0.05% | 112 |
|
|
2022
Q1 | $209K | Buy |
4,593
+595
| +15% | +$27.1K | 0.06% | 96 |
|
|
2021
Q4 | $215K | Buy |
3,998
+825
| +26% | +$44.4K | 0.07% | 100 |
|
|
2021
Q3 | $172K | Buy |
3,173
+340
| +12% | +$18.4K | 0.06% | 110 |
|
|
2021
Q2 | $166K | Sell |
2,833
-427
| -13% | -$25K | 0.06% | 111 |
|
|
2021
Q1 | $182K | Hold |
3,260
| – | – | 0.07% | 93 |
|
|
2020
Q4 | $197K | Buy |
3,260
+1,502
| +85% | +$90.8K | 0.08% | 84 |
|
|
2020
Q3 | $108K | Buy |
+1,758
| New | +$108K | 0.05% | 113 |
|