AE 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 | $220K | Buy |
+3,593
| New | +$220K | ﹤0.01% | 1263 |
|
|
2024
Q1 | – | Sell |
-31,627
| Closed | -$1.53M | – | 1933 |
|
|
2023
Q4 | $1.53M | Buy |
31,627
+4,607
| +17% | +$223K | 0.01% | 1001 |
|
|
2023
Q3 | $1.33M | Sell |
27,020
-695
| -3% | -$34.3K | 0.01% | 983 |
|
|
2023
Q2 | $1.44M | Buy |
27,715
+6,535
| +31% | +$341K | 0.01% | 946 |
|
|
2023
Q1 | $1.1M | Buy |
21,180
+944
| +5% | +$49K | 0.01% | 1009 |
|
|
2022
Q4 | $1.02M | Sell |
20,236
-663
| -3% | -$33.4K | 0.01% | 970 |
|
|
2022
Q3 | $916K | Buy |
20,899
+699
| +3% | +$30.6K | 0.01% | 972 |
|
|
2022
Q2 | $926K | Buy |
20,200
+13,075
| +184% | +$599K | 0.01% | 910 |
|
|
2022
Q1 | $325K | Sell |
7,125
-21,420
| -75% | -$977K | ﹤0.01% | 1386 |
|
|
2021
Q4 | $1.54M | Buy |
28,545
+1,622
| +6% | +$87.2K | 0.01% | 785 |
|
|
2021
Q3 | $1.46M | Sell |
26,923
-25,609
| -49% | -$1.39M | 0.01% | 749 |
|
|
2021
Q2 | $3.07M | Buy |
52,532
+4,086
| +8% | +$239K | 0.03% | 500 |
|
|
2021
Q1 | $2.71M | Buy |
48,446
+5,927
| +14% | +$331K | 0.03% | 487 |
|
|
2020
Q4 | $2.57M | Buy |
42,519
+21,054
| +98% | +$1.27M | 0.03% | 429 |
|
|
2020
Q3 | $1.32M | Sell |
21,465
-1,820
| -8% | -$112K | 0.02% | 550 |
|
|
2020
Q2 | $1.28M | Buy |
23,285
+8,133
| +54% | +$446K | 0.02% | 537 |
|
|
2020
Q1 | $766K | Buy |
+15,152
| New | +$766K | 0.02% | 549 |
|
|
2017
Q1 | – | Sell |
-6,880
| Closed | -$280K | – | 276 |
|
|
2016
Q4 | $280K | Buy |
+6,880
| New | +$280K | 0.11% | 156 |
|