Wescott Financial Advisory Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
9,043
+11
| +0.1% | +$673 | 0.05% | 112 |
|
|
2025
Q1 | $538K | Hold |
9,032
| – | – | 0.06% | 109 |
|
|
2024
Q4 | $512K | Hold |
9,032
| – | – | 0.05% | 111 |
|
|
2024
Q3 | $587K | Sell |
9,032
-1,200
| -12% | -$78K | 0.06% | 104 |
|
|
2024
Q2 | $563K | Buy |
10,232
+73
| +0.7% | +$4.01K | 0.07% | 110 |
|
|
2024
Q1 | $510K | Sell |
10,159
-878
| -8% | -$44.1K | 0.06% | 107 |
|
|
2023
Q4 | $535K | Hold |
11,037
| – | – | 0.07% | 101 |
|
|
2023
Q3 | $545K | Hold |
11,037
| – | – | 0.1% | 93 |
|
|
2023
Q2 | $575K | Sell |
11,037
-245
| -2% | -$12.8K | 0.1% | 91 |
|
|
2023
Q1 | $586K | Buy |
11,282
+198
| +2% | +$10.3K | 0.13% | 82 |
|
|
2022
Q4 | $558K | Buy |
11,084
+245
| +2% | +$12.3K | 0.12% | 86 |
|
|
2022
Q3 | $475K | Hold |
10,839
| – | – | 0.13% | 87 |
|
|
2022
Q2 | $497K | Buy |
10,839
+80
| +0.7% | +$3.67K | 0.13% | 79 |
|
|
2022
Q1 | $490K | Buy |
+10,759
| New | +$490K | 0.13% | 83 |
|