BFG
Beacon Financial Group’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
68,076
+1,729
| +3% | +$106K | 0.43% | 63 |
|
|
2025
Q1 | $3.95M | Buy |
66,347
+1,761
| +3% | +$105K | 0.43% | 60 |
|
|
2024
Q4 | $3.66M | Sell |
64,586
-1,454
| -2% | -$82.4K | 0.39% | 64 |
|
|
2024
Q3 | $4.29M | Sell |
66,040
-2,441
| -4% | -$159K | 0.46% | 61 |
|
|
2024
Q2 | $3.77M | Sell |
68,481
-2,287
| -3% | -$126K | 0.43% | 63 |
|
|
2024
Q1 | $3.55M | Buy |
70,768
+1,698
| +2% | +$85.2K | 0.41% | 66 |
|
|
2023
Q4 | $3.35M | Sell |
69,070
-448
| -0.6% | -$21.7K | 0.41% | 65 |
|
|
2023
Q3 | $3.55M | Buy |
69,518
+2,373
| +4% | +$121K | 0.5% | 64 |
|
|
2023
Q2 | $3.46M | Sell |
67,145
-2,109
| -3% | -$109K | 0.47% | 68 |
|
|
2023
Q1 | $3.71M | Sell |
69,254
-1,065
| -2% | -$57.1K | 0.52% | 64 |
|
|
2022
Q4 | $3.51M | Sell |
70,319
-5,814
| -8% | -$290K | 0.48% | 64 |
|
|
2022
Q3 | $3.37M | Buy |
76,133
+1,030
| +1% | +$45.5K | 0.52% | 55 |
|
|
2022
Q2 | $3.47M | Buy |
75,103
+3,296
| +5% | +$152K | 0.52% | 63 |
|
|
2022
Q1 | $3.27M | Buy |
71,807
+1,477
| +2% | +$67.3K | 0.44% | 71 |
|
|
2021
Q4 | $3.8M | Buy |
70,330
+5,416
| +8% | +$293K | 0.49% | 63 |
|
|
2021
Q3 | $3.56M | Sell |
64,914
-1,450
| -2% | -$79.5K | 0.48% | 68 |
|
|
2021
Q2 | $3.9M | Buy |
66,364
+7,883
| +13% | +$464K | 0.55% | 62 |
|
|
2021
Q1 | $3.5M | Hold |
58,481
| – | – | 0.55% | 60 |
|
|
2020
Q4 | $3.5M | Sell |
58,481
-500
| -0.8% | -$29.9K | 0.55% | 60 |
|
|
2020
Q3 | $3.64M | Sell |
58,981
-2,050
| -3% | -$126K | 0.65% | 50 |
|
|
2020
Q2 | $3.37M | Buy |
61,031
+16,514
| +37% | +$913K | 0.65% | 50 |
|
|
2020
Q1 | $2.3M | Buy |
44,517
+244
| +0.6% | +$12.6K | 0.51% | 58 |
|
|
2019
Q4 | $2.53M | Buy |
44,273
+59
| +0.1% | +$3.37K | 0.32% | 70 |
|
|
2019
Q3 | $2.67M | Sell |
44,214
-1,098
| -2% | -$66.4K | 0.46% | 67 |
|
|
2019
Q2 | $2.81M | Buy |
45,312
+186
| +0.4% | +$11.5K | 0.48% | 65 |
|
|
2019
Q1 | $2.61K | Sell |
45,126
-378
| -0.8% | -$22 | 0.43% | 65 |
|
|
2018
Q4 | $2.37M | Sell |
45,504
-1,739
| -4% | -$90.5K | 0.44% | 67 |
|
|
2018
Q3 | $2.6M | Sell |
47,243
-1,250
| -3% | -$68.7K | 0.44% | 70 |
|
|
2018
Q2 | $2.68M | Sell |
48,493
-1,163
| -2% | -$64.3K | 0.45% | 66 |
|
|
2018
Q1 | $2.76M | Buy |
49,656
+1,466
| +3% | +$81.5K | 0.47% | 62 |
|
|
2017
Q4 | $2.67M | Buy |
48,190
+1,231
| +3% | +$68.1K | 0.46% | 60 |
|
|
2017
Q3 | $2.72M | Sell |
46,959
-777
| -2% | -$45K | 0.49% | 55 |
|
|
2017
Q2 | $2.56M | Buy |
47,736
+2,392
| +5% | +$128K | 0.49% | 55 |
|
|
2017
Q1 | $2.25M | Buy |
45,344
+6,820
| +18% | +$338K | 0.43% | 58 |
|
|
2016
Q4 | $1.57M | Buy |
38,524
+5,243
| +16% | +$213K | 0.32% | 68 |
|
|
2016
Q3 | $1.57M | Sell |
33,281
-41
| -0.1% | -$1.93K | 0.33% | 66 |
|
|
2016
Q2 | $1.55M | Sell |
33,322
-1,662
| -5% | -$77.3K | 0.34% | 59 |
|
|
2016
Q1 | $1.6M | Sell |
34,984
-8,581
| -20% | -$393K | 0.35% | 61 |
|
|
2015
Q4 | $1.91M | Buy |
43,565
+3,466
| +9% | +$152K | 0.44% | 57 |
|
|
2015
Q3 | $1.6M | Buy |
40,099
+1,738
| +5% | +$69.1K | 0.39% | 61 |
|
|
2015
Q2 | $1.65M | Buy |
38,361
+5,633
| +17% | +$243K | 0.36% | 63 |
|
|
2015
Q1 | $1.4M | Sell |
32,728
-34,395
| -51% | -$1.47M | 0.31% | 66 |
|
|
2014
Q4 | $2.74M | Buy |
67,123
+4,856
| +8% | +$198K | 0.57% | 63 |
|
|
2014
Q3 | $2.6M | Buy |
62,267
+1,760
| +3% | +$73.4K | 0.56% | 57 |
|
|
2014
Q2 | $2.72M | Buy |
60,507
+8,987
| +17% | +$404K | 0.6% | 57 |
|
|
2014
Q1 | $2.2M | Buy |
51,520
+18,404
| +56% | +$784K | 0.45% | 61 |
|
|
2013
Q4 | $1.36M | Buy |
33,116
+2,427
| +8% | +$99.6K | 0.26% | 80 |
|
|
2013
Q3 | $1.22M | Buy |
+30,689
| New | +$1.22M | 0.26% | 79 |
|