Ameritas Advisory Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $980K | Buy |
+16,023
| New | +$980K | 0.05% | 351 |
|
2025
Q1 | – | Sell |
-11,852
| Closed | -$672K | – | 908 |
|
2024
Q4 | $672K | Buy |
11,852
+1,376
| +13% | +$78K | 0.02% | 506 |
|
2024
Q3 | $681K | Sell |
10,476
-617
| -6% | -$40.1K | 0.03% | 473 |
|
2024
Q2 | $610K | Sell |
11,093
-691
| -6% | -$38K | 0.02% | 528 |
|
2024
Q1 | $593K | Sell |
11,784
-1,113
| -9% | -$56K | 0.02% | 505 |
|
2023
Q4 | $627K | Buy |
12,897
+320
| +3% | +$15.6K | 0.03% | 383 |
|
2023
Q3 | $621K | Buy |
+12,577
| New | +$621K | 0.03% | 452 |
|
2023
Q2 | – | Sell |
-10,107
| Closed | -$550K | – | 2396 |
|
2023
Q1 | $550K | Sell |
10,107
-183
| -2% | -$9.97K | 0.03% | 457 |
|
2022
Q4 | $518K | Sell |
10,290
-255
| -2% | -$12.8K | 0.02% | 521 |
|
2022
Q3 | $462K | Buy |
10,545
+724
| +7% | +$31.7K | 0.03% | 456 |
|
2022
Q2 | $450K | Sell |
9,821
-174
| -2% | -$7.97K | 0.03% | 486 |
|
2022
Q1 | $455K | Buy |
9,995
+738
| +8% | +$33.6K | 0.02% | 526 |
|
2021
Q4 | $498K | Buy |
+9,257
| New | +$498K | 0.02% | 512 |
|