WealthTrust Axiom’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Hold |
7,573
| – | – | 0.14% | 143 |
|
|
2025
Q1 | $451K | Sell |
7,573
-533
| -7% | -$31.7K | 0.14% | 139 |
|
|
2024
Q4 | $460K | Sell |
8,106
-48
| -0.6% | -$2.72K | 0.14% | 142 |
|
|
2024
Q3 | $530K | Buy |
8,154
+77
| +1% | +$5K | 0.16% | 134 |
|
|
2024
Q2 | $444K | Hold |
8,077
| – | – | 0.15% | 141 |
|
|
2024
Q1 | $405K | Sell |
8,077
-76
| -0.9% | -$3.81K | 0.13% | 153 |
|
|
2023
Q4 | $395K | Buy |
8,153
+453
| +6% | +$22K | 0.13% | 151 |
|
|
2023
Q3 | $380K | Sell |
7,700
-463
| -6% | -$22.9K | 0.14% | 150 |
|
|
2023
Q2 | $426K | Hold |
8,163
| – | – | 0.14% | 151 |
|
|
2023
Q1 | $424K | Hold |
8,163
| – | – | 0.14% | 145 |
|
|
2022
Q4 | $411K | Hold |
8,163
| – | – | 0.14% | 146 |
|
|
2022
Q3 | $357K | Hold |
8,163
| – | – | 0.14% | 143 |
|
|
2022
Q2 | $374K | Hold |
8,163
| – | – | 0.13% | 147 |
|
|
2022
Q1 | $371K | Buy |
8,163
+300
| +4% | +$13.6K | 0.12% | 159 |
|
|
2021
Q4 | $422K | Sell |
7,863
-170
| -2% | -$9.12K | 0.13% | 144 |
|
|
2021
Q3 | $435K | Sell |
8,033
-100
| -1% | -$5.42K | 0.15% | 132 |
|
|
2021
Q2 | $475K | Hold |
8,133
| – | – | 0.15% | 125 |
|
|
2021
Q1 | $454K | Sell |
8,133
-500
| -6% | -$27.9K | 0.15% | 126 |
|
|
2020
Q4 | $521K | Buy |
+8,633
| New | +$521K | 0.19% | 109 |
|
|
2019
Q4 | – | Sell |
-3,380
| Closed | -$203K | – | 243 |
|
|
2019
Q3 | $203K | Hold |
3,380
| – | – | 0.07% | 199 |
|
|
2019
Q2 | $209K | Buy |
+3,380
| New | +$209K | 0.07% | 197 |
|