Western Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+3,579
| New | +$219K | 0.01% | 661 |
|
|
2024
Q4 | – | Sell |
-3,092
| Closed | -$201K | – | 755 |
|
|
2024
Q3 | $201K | Buy |
+3,092
| New | +$201K | 0.01% | 715 |
|
|
2022
Q4 | – | Sell |
-5,985
| Closed | -$262K | – | 787 |
|
|
2022
Q3 | $262K | Sell |
5,985
-73
| -1% | -$3.2K | 0.02% | 668 |
|
|
2022
Q2 | $282K | Sell |
6,058
-173
| -3% | -$8.05K | 0.02% | 636 |
|
|
2022
Q1 | $284K | Buy |
6,231
+1,135
| +22% | +$51.7K | 0.01% | 691 |
|
|
2021
Q4 | $271K | Buy |
+5,096
| New | +$271K | 0.03% | 504 |
|
|
2021
Q2 | $218K | Buy |
+3,720
| New | +$218K | 0.02% | 585 |
|