BFA
Benedict Financial Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
49,567
+421
| +0.9% | +$25.8K | 0.69% | 54 |
|
|
2025
Q1 | $2.93M | Sell |
49,146
-30
| -0.1% | -$1.79K | 0.68% | 52 |
|
|
2024
Q4 | $2.79M | Sell |
49,176
-108
| -0.2% | -$6.12K | 0.68% | 60 |
|
|
2024
Q3 | $3.2M | Sell |
49,284
-530
| -1% | -$34.4K | 0.76% | 51 |
|
|
2024
Q2 | $2.74M | Sell |
49,814
-376
| -0.7% | -$20.7K | 0.69% | 54 |
|
|
2024
Q1 | $2.52M | Sell |
50,190
-145
| -0.3% | -$7.28K | 0.64% | 58 |
|
|
2023
Q4 | $2.44M | Sell |
50,335
-71
| -0.1% | -$3.44K | 0.66% | 57 |
|
|
2023
Q3 | $2.49M | Buy |
50,406
+183
| +0.4% | +$9.04K | 0.72% | 51 |
|
|
2023
Q2 | $2.62M | Buy |
50,223
+801
| +2% | +$41.8K | 0.72% | 52 |
|
|
2023
Q1 | $2.57M | Buy |
49,422
+122
| +0.2% | +$6.34K | 0.72% | 52 |
|
|
2022
Q4 | $2.48M | Buy |
49,300
+1,295
| +3% | +$65.2K | 0.74% | 50 |
|
|
2022
Q3 | $2.11M | Buy |
48,005
+666
| +1% | +$29.2K | 0.67% | 55 |
|
|
2022
Q2 | $2.17M | Buy |
47,339
+628
| +1% | +$28.8K | 0.64% | 55 |
|
|
2022
Q1 | $2.13M | Buy |
46,711
+802
| +2% | +$36.6K | 0.57% | 63 |
|
|
2021
Q4 | $2.47M | Sell |
45,909
-244
| -0.5% | -$13.1K | 0.64% | 60 |
|
|
2021
Q3 | $2.5M | Buy |
46,153
+1,201
| +3% | +$65.1K | 0.7% | 58 |
|
|
2021
Q2 | $2.63M | Buy |
44,952
+337
| +0.8% | +$19.7K | 0.73% | 52 |
|
|
2021
Q1 | $2.49M | Buy |
44,615
+1,747
| +4% | +$97.5K | 0.72% | 51 |
|
|
2020
Q4 | $2.59M | Buy |
42,868
+20,179
| +89% | +$1.22M | 0.93% | 41 |
|
|
2020
Q3 | $1.4M | Buy |
22,689
+397
| +2% | +$24.5K | 0.54% | 61 |
|
|
2020
Q2 | $1.22M | Buy |
22,292
+82
| +0.4% | +$4.5K | 0.5% | 64 |
|
|
2020
Q1 | $1.12M | Buy |
22,210
+131
| +0.6% | +$6.62K | 0.53% | 62 |
|
|
2019
Q4 | $1.26M | Buy |
22,079
+120
| +0.5% | +$6.86K | 0.49% | 70 |
|
|
2019
Q3 | $1.32M | Sell |
21,959
-105
| -0.5% | -$6.31K | 0.54% | 63 |
|
|
2019
Q2 | $1.37M | Buy |
22,064
+112
| +0.5% | +$6.94K | 0.57% | 61 |
|
|
2019
Q1 | $1.27M | Buy |
21,952
+82
| +0.4% | +$4.73K | 0.55% | 60 |
|
|
2018
Q4 | $1.14M | Buy |
21,870
+545
| +3% | +$28.5K | 0.56% | 59 |
|
|
2018
Q3 | $1.17M | Buy |
21,325
+256
| +1% | +$14.1K | 0.53% | 64 |
|
|
2018
Q2 | $1.17M | Buy |
21,069
+90
| +0.4% | +$4.98K | 0.58% | 60 |
|
|
2018
Q1 | $1.17M | Sell |
20,979
-339
| -2% | -$18.8K | 0.59% | 58 |
|
|
2017
Q4 | $1.18M | Sell |
21,318
-202
| -0.9% | -$11.2K | 0.57% | 61 |
|
|
2017
Q3 | $1.25M | Sell |
21,520
-386
| -2% | -$22.4K | 0.64% | 53 |
|
|
2017
Q2 | $1.25M | Buy |
21,906
+611
| +3% | +$34.9K | 0.65% | 51 |
|
|
2017
Q1 | $1.05M | Buy |
21,295
+1,355
| +7% | +$66.9K | 0.57% | 56 |
|
|
2016
Q4 | $812K | Buy |
19,940
+461
| +2% | +$18.8K | 0.47% | 62 |
|
|
2016
Q3 | $927K | Buy |
19,479
+463
| +2% | +$22K | 0.54% | 55 |
|
|
2016
Q2 | $913K | Buy |
19,016
+47
| +0.2% | +$2.26K | 0.53% | 56 |
|
|
2016
Q1 | $857K | Buy |
18,969
+143
| +0.8% | +$6.46K | 0.52% | 57 |
|
|
2015
Q4 | $812K | Buy |
18,826
+551
| +3% | +$23.8K | 0.52% | 57 |
|
|
2015
Q3 | $745K | Buy |
18,275
+572
| +3% | +$23.3K | 0.52% | 57 |
|
|
2015
Q2 | $796K | Buy |
17,703
+625
| +4% | +$28.1K | 0.52% | 57 |
|
|
2015
Q1 | $727K | Buy |
17,078
+715
| +4% | +$30.4K | 0.47% | 60 |
|
|
2014
Q4 | $698K | Buy |
+16,363
| New | +$698K | 0.46% | 60 |
|