Transform Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-101,315
| Closed | -$4.91M | – | 250 |
|
|
2023
Q4 | $4.91M | Sell |
101,315
-4,084
| -4% | -$198K | 0.48% | 70 |
|
|
2023
Q3 | $5.21M | Buy |
105,399
+5,193
| +5% | +$257K | 0.55% | 65 |
|
|
2023
Q2 | $5.22M | Buy |
+100,206
| New | +$5.22M | 0.47% | 74 |
|
|
2016
Q4 | – | Sell |
-4,280
| Closed | -$203K | – | 220 |
|
|
2016
Q3 | $203K | Sell |
4,280
-540
| -11% | -$25.6K | 0.09% | 190 |
|
|
2016
Q2 | $231K | Buy |
+4,820
| New | +$231K | 0.1% | 192 |
|