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 |
|