WealthTrust Axiom’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $351K | Buy |
6,157
+107
| +2% | +$7.17K | 0.09% | 179 |
|
|
2025
Q4 | $396K | Buy |
6,050
+207
| +4% | +$13.9K | 0.1% | 164 |
|
|
2025
Q3 | $390K | Sell |
5,843
-889
| -13% | -$61.4K | 0.1% | 166 |
|
|
2025
Q2 | $463K | Hold |
6,732
| – | – | 0.14% | 143 |
|
|
2025
Q1 | $451K | Sell |
6,732
-473
| -7% | -$30.5K | 0.14% | 139 |
|
|
2024
Q4 | $460K | Sell |
7,205
-43
| -0.6% | -$2.9K | 0.14% | 142 |
|
|
2024
Q3 | $530K | Buy |
7,248
+68
| +0.9% | +$4.7K | 0.16% | 134 |
|
|
2024
Q2 | $444K | Hold |
7,180
| – | – | 0.15% | 141 |
|
|
2024
Q1 | $405K | Sell |
7,180
-67
| -0.9% | -$3.71K | 0.13% | 153 |
|
|
2023
Q4 | $395K | Buy |
7,247
+403
| +6% | +$21.7K | 0.13% | 151 |
|
|
2023
Q3 | $380K | Sell |
6,844
-412
| -6% | -$23.8K | 0.14% | 150 |
|
|
2023
Q2 | $426K | Hold |
7,256
| – | – | 0.14% | 151 |
|
|
2023
Q1 | $424K | Hold |
7,256
| – | – | 0.14% | 145 |
|
|
2022
Q4 | $411K | Hold |
7,256
| – | – | 0.14% | 146 |
|
|
2022
Q3 | $357K | Hold |
7,256
| – | – | 0.14% | 143 |
|
|
2022
Q2 | $374K | Hold |
7,256
| – | – | 0.13% | 147 |
|
|
2022
Q1 | $371K | Buy |
7,256
+267
| +4% | +$14.9K | 0.12% | 159 |
|
|
2021
Q4 | $422K | Sell |
6,989
-151
| -2% | -$8.97K | 0.13% | 144 |
|
|
2021
Q3 | $435K | Sell |
7,140
-89
| -1% | -$5.67K | 0.15% | 132 |
|
|
2021
Q2 | $475K | Hold |
7,229
| – | – | 0.15% | 125 |
|
|
2021
Q1 | $454K | Sell |
7,229
-445
| -6% | -$28.3K | 0.15% | 126 |
|
|
2020
Q4 | $521K | Buy |
+7,674
| New | +$521K | 0.19% | 109 |
|
|
2019
Q4 | – | Sell |
-3,004
| Closed | -$203K | – | 243 |
|
|
2019
Q3 | $203K | Hold |
3,004
| – | – | 0.07% | 199 |
|
|
2019
Q2 | $209K | Buy |
+3,004
| New | +$204K | 0.07% | 197 |
|
Other funds holding UL
