TritonPoint 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 | $360K | Sell |
5,892
-589
| -9% | -$36K | 0.03% | 262 |
|
|
2025
Q1 | $386K | Sell |
6,481
-2,477
| -28% | -$148K | 0.04% | 244 |
|
|
2024
Q4 | $508K | Sell |
8,958
-1,474
| -14% | -$83.6K | 0.05% | 206 |
|
|
2024
Q3 | $683K | Sell |
10,432
-1,237
| -11% | -$81K | 0.06% | 177 |
|
|
2024
Q2 | $642K | Sell |
11,669
-3,161
| -21% | -$174K | 0.06% | 177 |
|
|
2024
Q1 | $703K | Buy |
14,830
+337
| +2% | +$16K | 0.07% | 165 |
|
|
2023
Q4 | $703K | Buy |
+14,493
| New | +$703K | 0.07% | 174 |
|