Avantax Planning Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
5,150
-42
| -0.8% | -$2.57K | 0.01% | 346 |
|
|
2025
Q1 | $309K | Sell |
5,192
-30
| -0.6% | -$1.79K | 0.01% | 333 |
|
|
2024
Q4 | $296K | Sell |
5,222
-443
| -8% | -$25.1K | 0.01% | 336 |
|
|
2024
Q3 | $368K | Sell |
5,665
-148
| -3% | -$9.61K | 0.01% | 301 |
|
|
2024
Q2 | $320K | Sell |
5,813
-845
| -13% | -$46.5K | 0.01% | 350 |
|
|
2024
Q1 | $334K | Buy |
+6,658
| New | +$334K | 0.01% | 345 |
|
|
2018
Q4 | – | Sell |
-266
| Closed | -$15K | – | 1137 |
|
|
2018
Q3 | $15K | Buy |
+266
| New | +$15K | ﹤0.01% | 778 |
|
|
2018
Q2 | – | Sell |
-266
| Closed | -$15K | – | 1400 |
|
|
2018
Q1 | $15K | Buy |
+266
| New | +$15K | ﹤0.01% | 902 |
|