Beacon Pointe 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 | $6.7M | Sell |
109,487
-168,391
| -61% | -$10.3M | 0.07% | 252 |
|
|
2025
Q1 | $16.5M | Buy |
277,878
+150,688
| +118% | +$8.97M | 0.19% | 120 |
|
|
2024
Q4 | $7.21M | Buy |
127,190
+2,558
| +2% | +$145K | 0.08% | 211 |
|
|
2024
Q3 | $8.1M | Sell |
124,632
-29,451
| -19% | -$1.91M | 0.09% | 191 |
|
|
2024
Q2 | $8.47M | Sell |
154,083
-3,677
| -2% | -$202K | 0.1% | 185 |
|
|
2024
Q1 | $7.92M | Sell |
157,760
-1,477
| -0.9% | -$74.1K | 0.09% | 206 |
|
|
2023
Q4 | $7.72M | Sell |
159,237
-143,252
| -47% | -$6.94M | 0.09% | 194 |
|
|
2023
Q3 | $14.9M | Buy |
302,489
+210,508
| +229% | +$10.4M | 0.19% | 123 |
|
|
2023
Q2 | $4.79M | Sell |
91,981
-26,596
| -22% | -$1.39M | 0.08% | 215 |
|
|
2023
Q1 | $6.16M | Sell |
118,577
-10,480
| -8% | -$544K | 0.11% | 182 |
|
|
2022
Q4 | $6.5M | Buy |
129,057
+28,889
| +29% | +$1.45M | 0.13% | 161 |
|
|
2022
Q3 | $4.4M | Sell |
100,168
-3,643
| -4% | -$160K | 0.1% | 185 |
|
|
2022
Q2 | $4.76M | Sell |
103,811
-100,016
| -49% | -$4.58M | 0.1% | 189 |
|
|
2022
Q1 | $9.29M | Buy |
203,827
+159,783
| +363% | +$7.28M | 0.13% | 161 |
|
|
2021
Q4 | $2.37M | Buy |
44,044
+19,825
| +82% | +$1.07M | 0.06% | 237 |
|
|
2021
Q3 | $1.31M | Sell |
24,219
-9,855
| -29% | -$534K | 0.03% | 364 |
|
|
2021
Q2 | $1.99M | Buy |
34,074
+20,980
| +160% | +$1.23M | 0.07% | 220 |
|
|
2021
Q1 | $735K | Buy |
13,094
+2,983
| +30% | +$167K | 0.05% | 244 |
|
|
2020
Q4 | $611K | Buy |
+10,111
| New | +$611K | 0.04% | 248 |
|