Buckingham Strategic Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $453K | Sell |
8,233
-324
| -4% | -$17.8K | ﹤0.01% | 491 |
|
|
2024
Q1 | $429K | Buy |
8,557
+212
| +3% | +$10.6K | ﹤0.01% | 503 |
|
|
2023
Q4 | $405K | Buy |
8,345
+518
| +7% | +$25.1K | ﹤0.01% | 492 |
|
|
2023
Q3 | $387K | Sell |
7,827
-409
| -5% | -$20.2K | 0.01% | 478 |
|
|
2023
Q2 | $429K | Buy |
8,236
+430
| +6% | +$22.4K | 0.01% | 457 |
|
|
2023
Q1 | $393K | Hold |
7,806
| – | – | 0.01% | 434 |
|
|
2022
Q4 | $393K | Buy |
7,806
+244
| +3% | +$12.3K | 0.01% | 436 |
|
|
2022
Q3 | $332K | Sell |
7,562
-300
| -4% | -$13.2K | 0.01% | 448 |
|
|
2022
Q2 | $360K | Sell |
7,862
-1,537
| -16% | -$70.4K | 0.01% | 432 |
|
|
2022
Q1 | $428K | Buy |
9,399
+1,441
| +18% | +$65.6K | 0.01% | 394 |
|
|
2021
Q4 | $428K | Sell |
7,958
-641
| -7% | -$34.5K | 0.01% | 398 |
|
|
2021
Q3 | $466K | Sell |
8,599
-185
| -2% | -$10K | 0.01% | 368 |
|
|
2021
Q2 | $514K | Buy |
8,784
+993
| +13% | +$58.1K | 0.01% | 349 |
|
|
2021
Q1 | $435K | Sell |
7,791
-167
| -2% | -$9.32K | 0.02% | 356 |
|
|
2020
Q4 | $480K | Buy |
7,958
+1,069
| +16% | +$64.5K | 0.03% | 323 |
|
|
2020
Q3 | $425K | Sell |
6,889
-620
| -8% | -$38.2K | 0.03% | 288 |
|
|
2020
Q2 | $412K | Sell |
7,509
-727
| -9% | -$39.9K | 0.04% | 255 |
|
|
2020
Q1 | $416K | Buy |
8,236
+565
| +7% | +$28.5K | 0.04% | 277 |
|
|
2019
Q4 | $439K | Hold |
7,671
| – | – | 0.04% | 274 |
|
|
2019
Q3 | $461K | Hold |
7,671
| – | – | 0.05% | 245 |
|
|
2019
Q2 | $475K | Buy |
7,671
+212
| +3% | +$13.1K | 0.05% | 252 |
|
|
2019
Q1 | $431K | Sell |
7,459
-49
| -0.7% | -$2.83K | 0.05% | 249 |
|
|
2018
Q4 | $392K | Buy |
7,508
+112
| +2% | +$5.85K | 0.06% | 225 |
|
|
2018
Q3 | $407K | Buy |
7,396
+95
| +1% | +$5.23K | 0.06% | 223 |
|
|
2018
Q2 | $404K | Buy |
7,301
+162
| +2% | +$8.96K | 0.07% | 213 |
|
|
2018
Q1 | $397K | Sell |
7,139
-936
| -12% | -$52.1K | 0.08% | 194 |
|
|
2017
Q4 | $447K | Buy |
8,075
+135
| +2% | +$7.47K | 0.09% | 180 |
|
|
2017
Q3 | $460K | Sell |
7,940
-501
| -6% | -$29K | 0.11% | 167 |
|
|
2017
Q2 | $457K | Buy |
+8,441
| New | +$457K | 0.11% | 166 |
|