Cetera Trust Company’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
6,480
+250
| +4% | +$15.3K | 0.24% | 77 |
|
|
2025
Q1 | $371K | Hold |
6,230
| – | – | 0.24% | 70 |
|
|
2024
Q4 | $353K | Buy |
6,230
+35
| +0.6% | +$1.99K | 0.23% | 79 |
|
|
2024
Q3 | $402K | Hold |
6,195
| – | – | 0.25% | 72 |
|
|
2024
Q2 | $341K | Hold |
6,195
| – | – | 0.21% | 80 |
|
|
2024
Q1 | $311K | Sell |
6,195
-375
| -6% | -$18.8K | 0.19% | 93 |
|
|
2023
Q4 | $319K | Buy |
+6,570
| New | +$319K | 0.2% | 86 |
|