Wealth Enhancement Advisory Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
211,767
+15,421
| +8% | +$946K | 0.02% | 549 |
|
|
2025
Q1 | $11.7M | Buy |
196,346
+39,877
| +25% | +$2.37M | 0.02% | 533 |
|
|
2024
Q4 | $8.87M | Buy |
156,469
+45,941
| +42% | +$2.6M | 0.02% | 600 |
|
|
2024
Q3 | $7.18M | Buy |
110,528
+15,941
| +17% | +$1.04M | 0.02% | 614 |
|
|
2024
Q2 | $5.2M | Buy |
94,587
+1,289
| +1% | +$70.9K | 0.01% | 675 |
|
|
2024
Q1 | $4.68M | Sell |
93,298
-5,243
| -5% | -$263K | 0.01% | 682 |
|
|
2023
Q4 | $4.78M | Sell |
98,541
-6,758
| -6% | -$328K | 0.01% | 624 |
|
|
2023
Q3 | $5.2M | Buy |
+105,299
| New | +$5.2M | 0.02% | 572 |
|
|
2023
Q2 | – | Sell |
-4,607
| Closed | -$239K | – | 568 |
|
|
2023
Q1 | $239K | Buy |
+4,607
| New | +$239K | ﹤0.01% | 479 |
|