Arkadios Wealth 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 | $828K | Buy |
13,534
+6,004
| +80% | +$367K | 0.02% | 632 |
|
|
2025
Q1 | $448K | Buy |
7,530
+1,353
| +22% | +$80.6K | 0.02% | 742 |
|
|
2024
Q4 | $350K | Sell |
6,177
-304
| -5% | -$17.2K | 0.02% | 668 |
|
|
2024
Q3 | $421K | Buy |
6,481
+2,325
| +56% | +$151K | 0.02% | 600 |
|
|
2024
Q2 | $229K | Buy |
+4,156
| New | +$229K | 0.02% | 726 |
|
|
2023
Q4 | – | Sell |
-4,495
| Closed | -$222K | – | 759 |
|
|
2023
Q3 | $222K | Buy |
4,495
+485
| +12% | +$24K | 0.02% | 589 |
|
|
2023
Q2 | $209K | Buy |
+4,010
| New | +$209K | 0.02% | 569 |
|
|
2021
Q4 | – | Sell |
-1,128
| Closed | -$61K | – | 1704 |
|
|
2021
Q3 | $61K | Sell |
1,128
-2,310
| -67% | -$125K | 0.01% | 816 |
|
|
2021
Q2 | $201K | Buy |
3,438
+167
| +5% | +$9.76K | 0.02% | 528 |
|
|
2021
Q1 | $182K | Buy |
3,271
+825
| +34% | +$45.9K | 0.03% | 432 |
|
|
2020
Q4 | $147K | Buy |
+2,446
| New | +$147K | 0.03% | 370 |
|
|
2020
Q2 | – | Sell |
-329
| Closed | -$16.6K | – | 1150 |
|
|
2020
Q1 | $16.6K | Buy |
329
+3
| +0.9% | +$152 | 0.01% | 524 |
|
|
2019
Q4 | $19.8K | Buy |
+326
| New | +$19.8K | 0.01% | 458 |
|