Trajan Wealth’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 |
-75,496
| Closed | -$4.5M | – | 157 |
|
|
2025
Q1 | $4.5M | Buy |
75,496
+8,188
| +12% | +$488K | 0.25% | 90 |
|
|
2024
Q4 | $3.82M | Buy |
67,308
+6,747
| +11% | +$383K | 0.21% | 96 |
|
|
2024
Q3 | $3.93M | Buy |
60,561
+8,137
| +16% | +$529K | 0.23% | 90 |
|
|
2024
Q2 | $2.88M | Buy |
52,424
+6,586
| +14% | +$362K | 0.19% | 98 |
|
|
2024
Q1 | $2.3M | Buy |
+45,838
| New | +$2.3M | 0.16% | 101 |
|