U.S. Capital Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.63M | Buy |
43,057
+17,874
| +71% | +$1.09M | 0.08% | 249 |
|
2025
Q1 | $1.5M | Buy |
25,183
+18,145
| +258% | +$1.08M | 0.05% | 347 |
|
2024
Q4 | $399K | Buy |
7,038
+774
| +12% | +$43.9K | 0.01% | 611 |
|
2024
Q3 | $407K | Buy |
6,264
+1
| +0% | +$65 | 0.01% | 524 |
|
2024
Q2 | $344K | Buy |
+6,263
| New | +$344K | 0.01% | 540 |
|
2023
Q3 | – | Sell |
-34,642
| Closed | -$1.81M | – | 681 |
|
2023
Q2 | $1.81M | Buy |
+34,642
| New | +$1.81M | 0.09% | 228 |
|
2023
Q1 | – | Sell |
-614
| Closed | -$30.9K | – | 1480 |
|
2022
Q4 | $30.9K | Buy |
+614
| New | +$30.9K | ﹤0.01% | 998 |
|
2022
Q3 | – | Sell |
-33,911
| Closed | -$1.55M | – | 685 |
|
2022
Q2 | $1.55M | Buy |
+33,911
| New | +$1.55M | 0.07% | 264 |
|