Valley Wealth Managers’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-90
| Closed | -$5.36K | – | 379 |
|
|
2025
Q1 | $5.36K | Hold |
90
| – | – | ﹤0.01% | 294 |
|
|
2024
Q4 | $5.1K | Hold |
90
| – | – | ﹤0.01% | 316 |
|
|
2024
Q3 | $5.85K | Buy |
+90
| New | +$5.85K | ﹤0.01% | 313 |
|
|
2022
Q4 | – | Sell |
-537
| Closed | -$24K | – | 489 |
|
|
2022
Q3 | $24K | Buy |
+537
| New | +$24K | ﹤0.01% | 280 |
|