Archford Capital Strategies’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+3,308
| New | +$202K | 0.03% | 313 |
|
|
2025
Q1 | – | Sell |
-3,866
| Closed | -$219K | – | 302 |
|
|
2024
Q4 | $219K | Buy |
3,866
+4
| +0.1% | +$227 | 0.03% | 253 |
|
|
2024
Q3 | $244K | Sell |
3,862
-5
| -0.1% | -$315 | 0.04% | 235 |
|
|
2024
Q2 | $213K | Buy |
+3,867
| New | +$213K | 0.03% | 243 |
|
|
2023
Q4 | – | Sell |
-34,494
| Closed | -$1.7M | – | 284 |
|
|
2023
Q3 | $1.7M | Sell |
34,494
-625
| -2% | -$30.9K | 0.34% | 72 |
|
|
2023
Q2 | $1.81M | Sell |
35,119
-1,227
| -3% | -$63.2K | 0.34% | 68 |
|
|
2023
Q1 | $1.94M | Buy |
36,346
+963
| +3% | +$51.3K | 0.4% | 58 |
|
|
2022
Q4 | $1.78M | Buy |
35,383
+2,027
| +6% | +$102K | 0.41% | 63 |
|
|
2022
Q3 | $1.46M | Buy |
33,356
+1,020
| +3% | +$44.7K | 0.38% | 68 |
|
|
2022
Q2 | $1.48M | Buy |
+32,336
| New | +$1.48M | 0.37% | 68 |
|
|
2022
Q1 | – | Sell |
-17,844
| Closed | -$960K | – | 301 |
|
|
2021
Q4 | $960K | Buy |
17,844
+296
| +2% | +$15.9K | 0.22% | 120 |
|
|
2021
Q3 | $951K | Buy |
17,548
+1,185
| +7% | +$64.2K | 0.22% | 115 |
|
|
2021
Q2 | $957K | Buy |
16,363
+1,398
| +9% | +$81.8K | 0.24% | 110 |
|
|
2021
Q1 | $859K | Sell |
14,965
-14,120
| -49% | -$810K | 0.23% | 119 |
|
|
2020
Q4 | $1.76M | Buy |
29,085
+345
| +1% | +$20.9K | 0.4% | 69 |
|
|
2020
Q3 | $1.77M | Buy |
28,740
+1,331
| +5% | +$82.1K | 0.48% | 58 |
|
|
2020
Q2 | $1.5M | Buy |
27,409
+3,803
| +16% | +$209K | 0.45% | 63 |
|
|
2020
Q1 | $1.19M | Buy |
23,606
+1,633
| +7% | +$82.6K | 0.47% | 66 |
|
|
2019
Q4 | $1.26M | Buy |
21,973
+275
| +1% | +$15.7K | 0.43% | 72 |
|
|
2019
Q3 | $1.3M | Buy |
21,698
+281
| +1% | +$16.9K | 0.49% | 59 |
|
|
2019
Q2 | $1.33M | Buy |
21,417
+194
| +0.9% | +$12K | 0.48% | 58 |
|
|
2019
Q1 | $1.23M | Buy |
21,223
+8
| +0% | +$462 | 0.45% | 62 |
|
|
2018
Q4 | $1.11M | Buy |
21,215
+742
| +4% | +$38.8K | 0.45% | 62 |
|
|
2018
Q3 | $1.13M | Sell |
20,473
-1,007
| -5% | -$55.3K | 0.41% | 68 |
|
|
2018
Q2 | $1.19M | Sell |
21,480
-1,850
| -8% | -$102K | 0.42% | 70 |
|
|
2018
Q1 | $1.29M | Hold |
23,330
| – | – | 0.54% | 60 |
|
|
2017
Q4 | $1.29M | Buy |
23,330
+778
| +3% | +$43.1K | 0.48% | 60 |
|
|
2017
Q3 | $1.31M | Sell |
22,552
-119
| -0.5% | -$6.9K | 0.49% | 67 |
|
|
2017
Q2 | $1.23M | Buy |
22,671
+289
| +1% | +$15.6K | 0.48% | 68 |
|
|
2017
Q1 | $1.1M | Buy |
22,382
+1,680
| +8% | +$82.7K | 0.42% | 80 |
|
|
2016
Q4 | $842K | Buy |
20,702
+2,040
| +11% | +$83K | 0.36% | 99 |
|
|
2016
Q3 | $883K | Buy |
18,662
+16,232
| +668% | +$768K | 0.36% | 99 |
|
|
2016
Q2 | $116K | Sell |
2,430
-12,058
| -83% | -$576K | 0.06% | 186 |
|
|
2016
Q1 | $655K | Sell |
14,488
-1,393
| -9% | -$62.9K | 0.31% | 115 |
|
|
2015
Q4 | $648K | Buy |
+15,881
| New | +$648K | 0.29% | 118 |
|