TPWM
Twelve Points Wealth Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
7,954
-107
| -1% | -$6.55K | 0.13% | 133 |
|
|
2025
Q1 | $480K | Sell |
8,061
-68
| -0.8% | -$4.05K | 0.13% | 126 |
|
|
2024
Q4 | $461K | Sell |
8,129
-340
| -4% | -$19.3K | 0.13% | 125 |
|
|
2024
Q3 | $550K | Buy |
8,469
+58
| +0.7% | +$3.77K | 0.17% | 117 |
|
|
2024
Q2 | $463K | Hold |
8,411
| – | – | 0.16% | 123 |
|
|
2024
Q1 | $422K | Sell |
8,411
-797
| -9% | -$40K | 0.15% | 123 |
|
|
2023
Q4 | $446K | Sell |
9,208
-513
| -5% | -$24.9K | 0.21% | 119 |
|
|
2023
Q3 | $480K | Sell |
9,721
-102
| -1% | -$5.04K | 0.24% | 115 |
|
|
2023
Q2 | $512K | Sell |
9,823
-44
| -0.4% | -$2.29K | 0.27% | 108 |
|
|
2023
Q1 | $512K | Sell |
9,867
-152
| -2% | -$7.89K | 0.29% | 99 |
|
|
2022
Q4 | $504K | Sell |
10,019
-2,950
| -23% | -$149K | 0.34% | 91 |
|
|
2022
Q3 | $569K | Sell |
12,969
-80
| -0.6% | -$3.51K | 0.44% | 77 |
|
|
2022
Q2 | $598K | Sell |
13,049
-96
| -0.7% | -$4.4K | 0.46% | 78 |
|
|
2022
Q1 | $599K | Sell |
13,145
-1,797
| -12% | -$81.9K | 0.45% | 88 |
|
|
2021
Q4 | $804K | Buy |
+14,942
| New | +$804K | 0.65% | 47 |
|