Avantax 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 | $4.21M | Buy |
68,822
+3,735
| +6% | +$228K | 0.02% | 509 |
|
|
2025
Q1 | $3.88M | Sell |
65,087
-14,104
| -18% | -$840K | 0.02% | 500 |
|
|
2024
Q4 | $4.49M | Buy |
79,191
+3,466
| +5% | +$197K | 0.03% | 431 |
|
|
2024
Q3 | $4.92M | Buy |
75,725
+2,305
| +3% | +$150K | 0.03% | 397 |
|
|
2024
Q2 | $4.04M | Sell |
73,420
-5,164
| -7% | -$284K | 0.03% | 435 |
|
|
2024
Q1 | $3.94M | Buy |
78,584
+1,495
| +2% | +$75K | 0.04% | 363 |
|
|
2023
Q4 | $3.74M | Sell |
77,089
-1,855
| -2% | -$89.9K | 0.04% | 335 |
|
|
2023
Q3 | $3.9M | Buy |
78,944
+4,568
| +6% | +$226K | 0.04% | 301 |
|
|
2023
Q2 | $3.88M | Buy |
74,376
+35
| +0% | +$1.83K | 0.04% | 306 |
|
|
2023
Q1 | $3.86M | Buy |
74,341
+3,814
| +5% | +$198K | 0.05% | 293 |
|
|
2022
Q4 | $3.55M | Buy |
70,527
+104
| +0.1% | +$5.24K | 0.05% | 289 |
|
|
2022
Q3 | $3.09M | Buy |
70,423
+10,831
| +18% | +$475K | 0.05% | 285 |
|
|
2022
Q2 | $2.73M | Buy |
59,592
+7,673
| +15% | +$352K | 0.04% | 312 |
|
|
2022
Q1 | $2.37M | Buy |
51,919
+3,709
| +8% | +$170K | 0.03% | 341 |
|
|
2021
Q4 | $2.59M | Buy |
48,210
+2,202
| +5% | +$118K | 0.04% | 312 |
|
|
2021
Q3 | $2.49M | Buy |
46,008
+3,399
| +8% | +$184K | 0.04% | 301 |
|
|
2021
Q2 | $2.49M | Buy |
42,609
+2,283
| +6% | +$133K | 0.05% | 289 |
|
|
2021
Q1 | $2.26M | Sell |
40,326
-2,705
| -6% | -$151K | 0.05% | 266 |
|
|
2020
Q4 | $2.6M | Sell |
43,031
-10,261
| -19% | -$619K | 0.06% | 220 |
|
|
2020
Q3 | $3.29M | Buy |
53,292
+2,431
| +5% | +$150K | 0.05% | 266 |
|
|
2020
Q2 | $2.78M | Sell |
50,861
-796
| -2% | -$43.6K | 0.08% | 175 |
|
|
2020
Q1 | $2.61M | Buy |
51,657
+7,538
| +17% | +$381K | 0.08% | 162 |
|
|
2019
Q4 | $2.52M | Buy |
44,119
+19,529
| +79% | +$1.12M | 0.06% | 178 |
|
|
2019
Q3 | $1.48M | Buy |
24,590
+2,398
| +11% | +$144K | 0.06% | 161 |
|
|
2019
Q2 | $1.38M | Buy |
22,192
+4,078
| +23% | +$253K | 0.06% | 156 |
|
|
2019
Q1 | $1.05M | Buy |
18,114
+736
| +4% | +$42.5K | 0.06% | 170 |
|
|
2018
Q4 | $907K | Buy |
+17,378
| New | +$907K | 0.15% | 140 |
|