True Wealth Design’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.3K Sell
103
-4
-4% -$245 ﹤0.01% 725
2025
Q1
$6.37K Sell
107
-3
-3% -$179 ﹤0.01% 608
2024
Q4
$6.24K Sell
110
-49
-31% -$2.78K ﹤0.01% 493
2024
Q3
$10.3K Sell
159
-15,844
-99% -$1.03M ﹤0.01% 414
2024
Q2
$880K Sell
16,003
-11
-0.1% -$605 0.22% 55
2024
Q1
$804K Buy
16,014
+829
+5% +$41.6K 0.2% 86
2023
Q4
$736K Buy
15,185
+249
+2% +$12.1K 0.21% 94
2023
Q3
$738K Sell
14,936
-248
-2% -$12.3K 0.25% 78
2023
Q2
$792K Sell
15,184
-202
-1% -$10.5K 0.29% 68
2023
Q1
$799K Buy
15,386
+15,333
+28,930% +$796K 0.34% 63
2022
Q4
$2.67K Buy
+53
New +$2.67K ﹤0.01% 281