WCG 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 | $2.76M | Buy |
45,172
+1,780
| +4% | +$109K | 0.18% | 123 |
|
|
2025
Q1 | $2.58M | Sell |
43,392
-1,695
| -4% | -$101K | 0.2% | 125 |
|
|
2024
Q4 | $2.56M | Buy |
45,087
+9,743
| +28% | +$552K | 0.17% | 127 |
|
|
2024
Q3 | $2.3M | Sell |
35,344
-162
| -0.5% | -$10.5K | 0.16% | 145 |
|
|
2024
Q2 | $1.95M | Buy |
35,506
+4,088
| +13% | +$225K | 0.14% | 137 |
|
|
2024
Q1 | $1.58M | Sell |
31,418
-12,233
| -28% | -$614K | 0.13% | 142 |
|
|
2023
Q4 | $2.12M | Sell |
43,651
-11,491
| -21% | -$557K | 0.16% | 128 |
|
|
2023
Q3 | $2.77M | Buy |
55,142
+3,028
| +6% | +$152K | 0.2% | 109 |
|
|
2023
Q2 | $2.72M | Buy |
52,114
+7,473
| +17% | +$390K | 0.32% | 65 |
|
|
2023
Q1 | $2.32M | Buy |
44,641
+4,259
| +11% | +$221K | 0.3% | 70 |
|
|
2022
Q4 | $2.03M | Buy |
40,382
+4,902
| +14% | +$247K | 0.28% | 72 |
|
|
2022
Q3 | $1.71M | Sell |
35,480
-1,628
| -4% | -$78.6K | 0.23% | 87 |
|
|
2022
Q2 | $1.7M | Buy |
+37,108
| New | +$1.7M | 0.24% | 79 |
|