Wealthstream 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 | – | Sell |
-3,992
| Closed | -$238K | – | 192 |
|
|
2025
Q1 | $238K | Sell |
3,992
-115
| -3% | -$6.85K | 0.04% | 130 |
|
|
2024
Q4 | $233K | Buy |
4,107
+122
| +3% | +$6.92K | 0.04% | 132 |
|
|
2024
Q3 | $259K | Buy |
3,985
+81
| +2% | +$5.26K | 0.05% | 129 |
|
|
2024
Q2 | $215K | Buy |
+3,904
| New | +$215K | 0.08% | 125 |
|