TIAM2
Tru Independence Asset Management 2’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
5,886
| – | – | 0.25% | 67 |
|
|
2025
Q1 | $351K | Hold |
5,886
| – | – | 0.26% | 71 |
|
|
2024
Q4 | $334K | Sell |
5,886
-198
| -3% | -$11.2K | 0.28% | 62 |
|
|
2024
Q3 | $395K | Buy |
+6,084
| New | +$395K | 0.33% | 52 |
|
|
2023
Q1 | $286K | Buy |
+5,517
| New | +$286K | 0.29% | 57 |
|
|
2022
Q3 | $242K | Hold |
5,517
| – | – | 0.26% | 54 |
|
|
2022
Q2 | $253K | Hold |
5,517
| – | – | 0.21% | 54 |
|
|
2022
Q1 | $251K | Sell |
5,517
-66
| -1% | -$3K | 0.14% | 79 |
|
|
2021
Q4 | $301K | Buy |
+5,583
| New | +$301K | 0.16% | 98 |
|
|
2021
Q1 | – | Sell |
-64
| Closed | -$4K | – | 392 |
|
|
2020
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 383 |
|