Windle Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
128,326
-1,641
| -1% | -$100K | 3.84% | 12 |
|
|
2025
Q1 | $7.74M | Buy |
129,967
+1,096
| +0.9% | +$65.3K | 3.99% | 16 |
|
|
2024
Q4 | $7.31M | Buy |
128,871
+781
| +0.6% | +$44.3K | 4.04% | 9 |
|
|
2024
Q3 | $8.32M | Sell |
128,090
-220
| -0.2% | -$14.3K | 4.52% | 6 |
|
|
2024
Q2 | $7.06M | Buy |
128,310
+6,809
| +6% | +$374K | 4.3% | 7 |
|
|
2024
Q1 | $6.1M | Buy |
121,501
+1,893
| +2% | +$95K | 3.88% | 20 |
|
|
2023
Q4 | $5.8M | Buy |
119,608
+61
| +0.1% | +$2.96K | 4.07% | 18 |
|
|
2023
Q3 | $5.91M | Buy |
119,547
+3,102
| +3% | +$153K | 4.4% | 8 |
|
|
2023
Q2 | $6.07M | Buy |
116,445
+345
| +0.3% | +$18K | 4.38% | 9 |
|
|
2023
Q1 | $6.03M | Buy |
116,100
+1,991
| +2% | +$103K | 4.47% | 10 |
|
|
2022
Q4 | $5.75M | Buy |
+114,109
| New | +$5.75M | 4.48% | 13 |
|