Capstone Financial 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 | $1.61M | Buy |
26,377
+293
| +1% | +$17.9K | 0.09% | 47 |
|
|
2025
Q1 | $1.55M | Buy |
26,084
+202
| +0.8% | +$12K | 0.1% | 46 |
|
|
2024
Q4 | $1.47M | Buy |
25,882
+209
| +0.8% | +$11.9K | 0.09% | 46 |
|
|
2024
Q3 | $1.67M | Buy |
25,673
+186
| +0.7% | +$12.1K | 0.1% | 43 |
|
|
2024
Q2 | $1.4M | Buy |
25,487
+207
| +0.8% | +$11.4K | 0.09% | 42 |
|
|
2024
Q1 | $1.27M | Buy |
25,280
+229
| +0.9% | +$11.5K | 0.09% | 49 |
|
|
2023
Q4 | $1.21M | Buy |
25,051
+238
| +1% | +$11.5K | 0.09% | 46 |
|
|
2023
Q3 | $1.23M | Buy |
24,813
+229
| +0.9% | +$11.3K | 0.1% | 44 |
|
|
2023
Q2 | $1.28M | Buy |
24,584
+39
| +0.2% | +$2.03K | 0.1% | 46 |
|
|
2023
Q1 | $1.27M | Sell |
24,545
-159
| -0.6% | -$8.26K | 0.1% | 43 |
|
|
2022
Q4 | $1.24M | Sell |
24,704
-220
| -0.9% | -$11.1K | 0.11% | 43 |
|
|
2022
Q3 | $1.09M | Buy |
24,924
+229
| +0.9% | +$10K | 0.1% | 44 |
|
|
2022
Q2 | $1.13M | Sell |
24,695
-2,838
| -10% | -$130K | 0.1% | 47 |
|
|
2022
Q1 | $1.26M | Sell |
27,533
-1,547
| -5% | -$70.5K | 0.09% | 44 |
|
|
2021
Q4 | $1.56M | Sell |
29,080
-711
| -2% | -$38.2K | 0.11% | 40 |
|
|
2021
Q3 | $1.62M | Buy |
29,791
+4,628
| +18% | +$251K | 0.13% | 33 |
|
|
2021
Q2 | $1.47M | Buy |
25,163
+711
| +3% | +$41.6K | 0.12% | 33 |
|
|
2021
Q1 | $1.37M | Hold |
24,452
| – | – | 0.12% | 32 |
|
|
2020
Q4 | $1.48M | Buy |
+24,452
| New | +$1.48M | 0.14% | 29 |
|
|
2019
Q3 | – | Sell |
-3,234
| Closed | -$200K | – | 104 |
|
|
2019
Q2 | $200K | Buy |
+3,234
| New | +$200K | 0.03% | 81 |
|
|
2014
Q3 | – | Sell |
-11,385
| Closed | -$516K | – | 85 |
|
|
2014
Q2 | $516K | Sell |
11,385
-34
| -0.3% | -$1.54K | 0.36% | 28 |
|
|
2014
Q1 | $489K | Buy |
11,419
+7
| +0.1% | +$300 | 0.3% | 27 |
|
|
2013
Q4 | $470K | Buy |
+11,412
| New | +$470K | 0.3% | 29 |
|