WR Wealth Planners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $809K | Sell |
14,269
-1,678
| -11% | -$95.1K | 0.26% | 58 |
|
|
2024
Q3 | $1.04M | Buy |
15,947
+547
| +4% | +$35.5K | 0.29% | 58 |
|
|
2024
Q2 | $847K | Buy |
15,400
+2,293
| +17% | +$126K | 0.26% | 57 |
|
|
2024
Q1 | $658K | Buy |
13,107
+893
| +7% | +$44.8K | 0.2% | 71 |
|
|
2023
Q4 | $592K | Buy |
12,214
+1,432
| +13% | +$69.4K | 0.22% | 86 |
|
|
2023
Q3 | $533K | Buy |
10,782
+247
| +2% | +$12.2K | 0.2% | 78 |
|
|
2023
Q2 | $549K | Buy |
10,535
+361
| +4% | +$18.8K | 0.21% | 73 |
|
|
2023
Q1 | $528K | Buy |
10,174
+1,463
| +17% | +$76K | 0.23% | 69 |
|
|
2022
Q4 | $439K | Buy |
8,711
+8,646
| +13,302% | +$435K | 0.27% | 64 |
|
|
2022
Q3 | $2.85K | Hold |
65
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $2.98K | Hold |
65
| – | – | ﹤0.01% | 391 |
|
|
2022
Q1 | $2.96K | Buy |
+65
| New | +$2.96K | ﹤0.01% | 402 |
|