Tyler-Stone Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $416K | Buy |
6,796
+1,100
| +19% | +$67.3K | 0.07% | 217 |
|
2025
Q1 | $339K | Sell |
5,696
-880
| -13% | -$52.4K | 0.06% | 233 |
|
2024
Q4 | $373K | Buy |
6,576
+180
| +3% | +$10.2K | 0.07% | 224 |
|
2024
Q3 | $415K | Buy |
6,396
+3,198
| +100% | +$208K | 0.08% | 210 |
|
2024
Q2 | $176K | Hold |
3,198
| – | – | 0.07% | 206 |
|
2024
Q1 | $161K | Buy |
3,198
+650
| +26% | +$32.6K | 0.07% | 217 |
|
2023
Q4 | $124K | Hold |
2,548
| – | – | 0.06% | 238 |
|
2023
Q3 | $126K | Sell |
2,548
-725
| -22% | -$35.9K | 0.07% | 214 |
|
2023
Q2 | $171K | Buy |
+3,273
| New | +$171K | 0.1% | 183 |
|
2022
Q4 | $152K | Hold |
3,025
| – | – | 0.1% | 176 |
|
2022
Q3 | $133K | Hold |
3,025
| – | – | 0.1% | 179 |
|
2022
Q2 | $139K | Buy |
3,025
+925
| +44% | +$42.5K | 0.09% | 194 |
|
2022
Q1 | $96K | Buy |
2,100
+200
| +11% | +$9.14K | 0.05% | 255 |
|
2021
Q4 | $102K | Buy |
+1,900
| New | +$102K | 0.05% | 266 |
|