Capital Investment Advisory Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $399K | Buy |
7,011
+274
| +4% | +$18.4K | 0.03% | 444 |
|
|
2025
Q4 | $441K | Sell |
6,737
-4,530
| -40% | -$304K | 0.03% | 411 |
|
|
2025
Q3 | $751K | Sell |
11,267
-198
| -2% | -$13.7K | 0.06% | 291 |
|
|
2025
Q2 | $789K | Sell |
11,465
-499
| -4% | -$35K | 0.06% | 263 |
|
|
2025
Q1 | $802K | Sell |
11,964
-502
| -4% | -$32.4K | 0.07% | 244 |
|
|
2024
Q4 | $795K | Sell |
12,466
-2,153
| -15% | -$145K | 0.08% | 220 |
|
|
2024
Q3 | $1.07M | Sell |
14,619
-5,347
| -27% | -$370K | 0.1% | 196 |
|
|
2024
Q2 | $1.24M | Sell |
19,966
-553
| -3% | -$32.7K | 0.13% | 164 |
|
|
2024
Q1 | $1.16M | Sell |
20,519
-129
| -0.6% | -$7.15K | 0.12% | 176 |
|
|
2023
Q4 | $1.13M | Sell |
20,648
-353
| -2% | -$19K | 0.11% | 172 |
|
|
2023
Q3 | $1.17M | Buy |
21,001
+168
| +0.8% | +$9.71K | 0.12% | 160 |
|
|
2023
Q2 | $1.22M | Sell |
20,833
-211
| -1% | -$12.5K | 0.12% | 151 |
|
|
2023
Q1 | $1.23M | Sell |
21,044
-1,697
| -7% | -$96.4K | 0.15% | 140 |
|
|
2022
Q4 | $1.29M | Buy |
22,741
+623
| +3% | +$33.3K | 0.15% | 130 |
|
|
2022
Q3 | $1.09M | Buy |
22,118
+1,153
| +5% | +$60.2K | 0.14% | 133 |
|
|
2022
Q2 | $1.08M | Buy |
20,965
+798
| +4% | +$40.6K | 0.13% | 146 |
|
|
2022
Q1 | $1.03M | Buy |
+20,167
| New | +$1.12M | 0.11% | 164 |
|
|
2021
Q2 | – | Sell |
-3,306
| Closed | -$208K | – | 805 |
|
|
2021
Q1 | $208K | Sell |
3,306
-1,022
| -24% | -$65.1K | 0.03% | 413 |
|
|
2020
Q4 | $294K | Buy |
+4,328
| New | +$294K | 0.04% | 338 |
|
|
2019
Q4 | – | Sell |
-2,119
| Closed | -$143K | – | 1221 |
|
|
2019
Q3 | $143K | Buy |
2,119
+222
| +12% | +$15.4K | 0.04% | 318 |
|
|
2019
Q2 | $134K | Sell |
1,897
-278
| -13% | -$18.9K | 0.04% | 337 |
|
|
2019
Q1 | $141K | Sell |
2,175
-178
| -8% | -$10.8K | 0.05% | 270 |
|
|
2018
Q4 | $138K | Buy |
+2,353
| New | +$142K | 0.06% | 244 |
|
Other funds holding UL
