Tradition 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 | – | Sell |
-3,958
| Closed | -$236K | – | 473 |
|
2025
Q1 | $236K | Hold |
3,958
| – | – | 0.02% | 383 |
|
2024
Q4 | $224K | Sell |
3,958
-590
| -13% | -$33.5K | 0.02% | 377 |
|
2024
Q3 | $295K | Buy |
4,548
+30
| +0.7% | +$1.95K | 0.03% | 323 |
|
2024
Q2 | $248K | Sell |
4,518
-88
| -2% | -$4.84K | 0.02% | 343 |
|
2024
Q1 | $231K | Sell |
4,606
-301
| -6% | -$15.1K | 0.02% | 347 |
|
2023
Q4 | $238K | Buy |
4,907
+2,532
| +107% | +$123K | 0.02% | 300 |
|
2023
Q3 | $117K | Sell |
2,375
-47
| -2% | -$2.32K | 0.01% | 405 |
|
2023
Q2 | $126K | Sell |
2,422
-101
| -4% | -$5.25K | 0.01% | 404 |
|
2023
Q1 | $131K | Buy |
2,523
+1,753
| +228% | +$91K | 0.02% | 368 |
|
2022
Q4 | $39K | Buy |
770
+20
| +3% | +$1.01K | 0.01% | 592 |
|
2022
Q3 | $33K | Hold |
750
| – | – | 0.01% | 633 |
|
2022
Q2 | $34K | Hold |
750
| – | – | ﹤0.01% | 544 |
|
2022
Q1 | $34K | Buy |
+750
| New | +$34K | ﹤0.01% | 598 |
|