Advocate 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
$7.2M Sell
117,742
-5,377
-4% -$329K 1.29% 34
2025
Q1
$7.33M Sell
123,119
-7,871
-6% -$469K 1.34% 32
2024
Q4
$7.43M Sell
130,990
-11,110
-8% -$630K 1.4% 32
2024
Q3
$9.23M Buy
142,100
+544
+0.4% +$35.3K 1.67% 16
2024
Q2
$7.78M Sell
141,556
-245
-0.2% -$13.5K 1.57% 23
2024
Q1
$7.12M Sell
141,801
-7,260
-5% -$364K 1.42% 28
2023
Q4
$7.23M Sell
149,061
-12,394
-8% -$601K 1.55% 20
2023
Q3
$7.98M Sell
161,455
-19,031
-11% -$940K 1.85% 11
2023
Q2
$9.41M Sell
180,486
-1,661
-0.9% -$86.6K 2.07% 11
2023
Q1
$9.46M Buy
182,147
+863
+0.5% +$44.8K 2.07% 7
2022
Q4
$9.13M Buy
181,284
+16,153
+10% +$813K 1.97% 13
2022
Q3
$7.24M Buy
165,131
+22,095
+15% +$969K 1.79% 18
2022
Q2
$6.56M Buy
+143,036
New +$6.56M 1.53% 21