TI
tru Independence’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
93,607
-510
| -0.5% | -$31.2K | 1.66% | 17 |
|
|
2025
Q1 | $5.6M | Buy |
94,117
+2,141
| +2% | +$127K | 1.74% | 15 |
|
|
2024
Q4 | $5.22M | Sell |
91,976
-6,795
| -7% | -$385K | 1.64% | 24 |
|
|
2024
Q3 | $6.42M | Sell |
98,771
-3,939
| -4% | -$256K | 1.88% | 16 |
|
|
2024
Q2 | $5.65M | Sell |
102,710
-1,177
| -1% | -$64.7K | 1.71% | 23 |
|
|
2024
Q1 | $5.21M | Sell |
103,887
-1,350
| -1% | -$67.8K | 1.54% | 31 |
|
|
2023
Q4 | $5.1M | Sell |
105,237
-1,412
| -1% | -$68.5K | 1.55% | 28 |
|
|
2023
Q3 | $5.27M | Buy |
106,649
+695
| +0.7% | +$34.3K | 1.82% | 20 |
|
|
2023
Q2 | $5.52M | Sell |
105,954
-2,034
| -2% | -$106K | 1.82% | 21 |
|
|
2023
Q1 | $5.61M | Sell |
107,988
-3,777
| -3% | -$196K | 1.81% | 16 |
|
|
2022
Q4 | $5.63M | Sell |
111,765
-6,529
| -6% | -$329K | 1.82% | 21 |
|
|
2022
Q3 | $5.19M | Sell |
118,294
-4,422
| -4% | -$194K | 1.83% | 13 |
|
|
2022
Q2 | $5.62M | Sell |
122,716
-2,324
| -2% | -$107K | 1.81% | 18 |
|
|
2022
Q1 | $5.7M | Buy |
125,040
+5,741
| +5% | +$262K | 1.54% | 24 |
|
|
2021
Q4 | $6.42M | Sell |
119,299
-2,829
| -2% | -$152K | 1.75% | 18 |
|
|
2021
Q3 | $6.62M | Sell |
122,128
-1,373
| -1% | -$74.4K | 1.85% | 10 |
|
|
2021
Q2 | $7.23M | Buy |
+123,501
| New | +$7.23M | 2.13% | 7 |
|
|
2021
Q1 | – | Sell |
-3,962
| Closed | -$239 | – | 689 |
|
|
2020
Q4 | $239 | Buy |
+3,962
| New | +$239 | ﹤0.01% | 419 |
|