Aptus Capital Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
37,793
-4,365
| -10% | -$267K | 0.02% | 385 |
|
|
2025
Q1 | $2.51M | Buy |
42,158
+1,095
| +3% | +$65.2K | 0.03% | 362 |
|
|
2024
Q4 | $2.33M | Buy |
41,063
+34,764
| +552% | +$1.97M | 0.02% | 370 |
|
|
2024
Q3 | $409K | Buy |
6,299
+349
| +6% | +$22.7K | 0.01% | 590 |
|
|
2024
Q2 | $327K | Buy |
5,950
+227
| +4% | +$12.5K | 0.01% | 594 |
|
|
2024
Q1 | $287K | Buy |
+5,723
| New | +$287K | 0.01% | 633 |
|
|
2023
Q2 | – | Sell |
-4,651
| Closed | -$242K | – | 848 |
|
|
2023
Q1 | $242K | Sell |
4,651
-618
| -12% | -$32.1K | 0.01% | 433 |
|
|
2022
Q4 | $265K | Buy |
+5,269
| New | +$265K | 0.01% | 424 |
|