BRWA
B. Riley Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Buy |
+11,669
| New | +$714K | 0.03% | 411 |
|
|
2024
Q4 | $1.16M | Sell |
20,504
-1,080
| -5% | -$61.2K | 0.04% | 406 |
|
|
2024
Q3 | $1.39M | Sell |
21,584
-803
| -4% | -$51.6K | 0.04% | 409 |
|
|
2024
Q2 | $1.23M | Sell |
22,387
-7,160
| -24% | -$394K | 0.03% | 474 |
|
|
2024
Q1 | $1.46M | Buy |
29,547
+4,549
| +18% | +$225K | 0.04% | 425 |
|
|
2023
Q4 | $1.21M | Sell |
24,998
-4,549
| -15% | -$221K | 0.03% | 469 |
|
|
2023
Q3 | $1.46M | Buy |
29,547
+3,597
| +14% | +$178K | 0.04% | 425 |
|
|
2023
Q2 | $1.35M | Sell |
25,950
-1,722
| -6% | -$89.8K | 0.03% | 471 |
|
|
2023
Q1 | $1.44M | Buy |
27,672
+2,934
| +12% | +$152K | 0.04% | 446 |
|
|
2022
Q4 | $1.25M | Sell |
24,738
-1,549
| -6% | -$78K | 0.03% | 462 |
|
|
2022
Q3 | $1.16M | Buy |
26,287
+7,544
| +40% | +$331K | 0.03% | 462 |
|
|
2022
Q2 | $860K | Buy |
18,743
+931
| +5% | +$42.7K | 0.04% | 466 |
|
|
2022
Q1 | $812K | Sell |
17,812
-1,131
| -6% | -$51.6K | 0.03% | 550 |
|
|
2021
Q4 | $1.02M | Sell |
18,943
-215
| -1% | -$11.6K | 0.03% | 527 |
|
|
2021
Q3 | $1.04M | Buy |
19,158
+706
| +4% | +$38.3K | 0.03% | 507 |
|
|
2021
Q2 | $1.08M | Buy |
18,452
+1,440
| +8% | +$84.3K | 0.04% | 491 |
|
|
2021
Q1 | $950K | Buy |
17,012
+8,448
| +99% | +$472K | 0.03% | 497 |
|
|
2020
Q4 | $518K | Buy |
8,564
+1,617
| +23% | +$97.8K | 0.03% | 533 |
|
|
2020
Q3 | $414K | Buy |
6,947
+1,961
| +39% | +$117K | 0.02% | 604 |
|
|
2020
Q2 | $275K | Sell |
4,986
-29
| -0.6% | -$1.6K | 0.02% | 662 |
|
|
2020
Q1 | $254K | Sell |
5,015
-16,326
| -77% | -$827K | 0.02% | 594 |
|
|
2019
Q4 | $1.22M | Buy |
21,341
+8,545
| +67% | +$489K | 0.1% | 213 |
|
|
2019
Q3 | $770K | Buy |
12,796
+1,262
| +11% | +$75.9K | 0.08% | 275 |
|
|
2019
Q2 | $715K | Sell |
11,534
-116
| -1% | -$7.19K | 0.08% | 266 |
|
|
2019
Q1 | $673K | Buy |
+11,650
| New | +$673K | 0.08% | 257 |
|
|
2017
Q2 | – | Sell |
-7,367
| Closed | -$365K | – | 555 |
|
|
2017
Q1 | $365K | Sell |
7,367
-46
| -0.6% | -$2.28K | 0.07% | 294 |
|
|
2016
Q4 | $302K | Buy |
7,413
+33
| +0.4% | +$1.34K | 0.06% | 343 |
|
|
2016
Q3 | $350K | Buy |
7,380
+180
| +3% | +$8.54K | 0.07% | 359 |
|
|
2016
Q2 | $346K | Sell |
7,200
-108
| -1% | -$5.19K | 0.07% | 353 |
|
|
2016
Q1 | $331K | Sell |
7,308
-143
| -2% | -$6.48K | 0.08% | 325 |
|
|
2015
Q4 | $323K | Sell |
7,451
-47
| -0.6% | -$2.04K | 0.07% | 346 |
|
|
2015
Q3 | $307K | Buy |
7,498
+493
| +7% | +$20.2K | 0.07% | 347 |
|
|
2015
Q2 | $302K | Sell |
7,005
-518
| -7% | -$22.3K | 0.08% | 333 |
|
|
2015
Q1 | $313K | Sell |
7,523
-4,595
| -38% | -$191K | 0.08% | 341 |
|
|
2014
Q4 | $2.49K | Buy |
12,118
+5,509
| +83% | +$1.13K | 0.05% | 478 |
|
|
2014
Q3 | $277K | Sell |
6,609
-5,605
| -46% | -$235K | 0.07% | 385 |
|
|
2014
Q2 | $258K | Buy |
12,214
+5,840
| +92% | +$123K | 0.06% | 366 |
|
|
2014
Q1 | $273K | Buy |
6,374
+510
| +9% | +$21.8K | 0.08% | 285 |
|
|
2013
Q4 | $242K | Buy |
5,864
+180
| +3% | +$7.43K | 0.08% | 292 |
|
|
2013
Q3 | $219K | Buy |
5,684
+4
| +0.1% | +$154 | 0.07% | 305 |
|
|
2013
Q2 | $230K | Buy |
+5,680
| New | +$230K | 0.08% | 286 |
|