Wealth Alliance’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
9,411
-38
| -0.4% | -$2.32K | 0.06% | 267 |
|
|
2025
Q1 | $563K | Buy |
9,449
+251
| +3% | +$14.9K | 0.07% | 253 |
|
|
2024
Q4 | $522K | Sell |
9,198
-199
| -2% | -$11.3K | 0.06% | 253 |
|
|
2024
Q3 | $610K | Sell |
9,397
-89
| -0.9% | -$5.78K | 0.07% | 231 |
|
|
2024
Q2 | $522K | Sell |
9,486
-1,704
| -15% | -$93.7K | 0.07% | 243 |
|
|
2024
Q1 | $562K | Sell |
11,190
-2,599
| -19% | -$130K | 0.07% | 248 |
|
|
2023
Q4 | $668K | Sell |
13,789
-6,426
| -32% | -$312K | 0.09% | 212 |
|
|
2023
Q3 | $999K | Buy |
20,215
+334
| +2% | +$16.5K | 0.16% | 135 |
|
|
2023
Q2 | $1.04M | Buy |
19,881
+3,334
| +20% | +$174K | 0.16% | 134 |
|
|
2023
Q1 | $859K | Buy |
16,547
+286
| +2% | +$14.9K | 0.14% | 162 |
|
|
2022
Q4 | $819K | Buy |
16,261
+1,199
| +8% | +$60.4K | 0.15% | 160 |
|
|
2022
Q3 | $661K | Sell |
15,062
-761
| -5% | -$33.4K | 0.13% | 172 |
|
|
2022
Q2 | $725K | Buy |
15,823
+10,427
| +193% | +$478K | 0.14% | 161 |
|
|
2022
Q1 | $245K | Sell |
5,396
-17,710
| -77% | -$804K | 0.05% | 374 |
|
|
2021
Q4 | $1.24M | Buy |
23,106
+536
| +2% | +$28.8K | 0.25% | 86 |
|
|
2021
Q3 | $1.22M | Buy |
22,570
+1,681
| +8% | +$91.2K | 0.27% | 80 |
|
|
2021
Q2 | $1.22M | Buy |
20,889
+3,830
| +22% | +$224K | 0.29% | 79 |
|
|
2021
Q1 | $952K | Buy |
17,059
+2,091
| +14% | +$117K | 0.27% | 88 |
|
|
2020
Q4 | $903K | Buy |
14,968
+4,871
| +48% | +$294K | 0.27% | 87 |
|
|
2020
Q3 | $623K | Buy |
10,097
+805
| +9% | +$49.7K | 0.22% | 118 |
|
|
2020
Q2 | $510K | Buy |
9,292
+792
| +9% | +$43.5K | 0.2% | 127 |
|
|
2020
Q1 | $430K | Buy |
+8,500
| New | +$430K | 0.23% | 117 |
|