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