Clearstead Advisors’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 | $40.6K | Buy |
713
+433
| +155% | +$29K | ﹤0.01% | 1319 |
|
|
2025
Q4 | $18.3K | Buy |
280
+169
| +152% | +$11.4K | ﹤0.01% | 1742 |
|
|
2025
Q3 | $7.41K | Hold |
111
| – | – | ﹤0.01% | 2019 |
|
|
2025
Q2 | $7.65K | Sell |
111
-39
| -26% | -$2.74K | ﹤0.01% | 1979 |
|
|
2025
Q1 | $10.1K | Sell |
150
-3
| -2% | -$194 | ﹤0.01% | 1601 |
|
|
2024
Q4 | $9.75K | Buy |
153
+42
| +38% | +$2.84K | ﹤0.01% | 1571 |
|
|
2024
Q3 | $8.12K | Hold |
111
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q2 | $6.87K | Hold |
111
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q1 | $6.74K | Hold |
111
| – | – | ﹤0.01% | 1132 |
|
|
2023
Q4 | $6.06K | Sell |
111
-1,409
| -93% | -$76K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $84.5K | Buy |
1,520
+938
| +161% | +$54.2K | ﹤0.01% | 777 |
|
|
2023
Q2 | $34.1K | Buy |
582
+111
| +24% | +$6.59K | ﹤0.01% | 809 |
|
|
2023
Q1 | $27.5K | Hold |
471
| – | – | ﹤0.01% | 791 |
|
|
2022
Q4 | $26.7K | Hold |
471
| – | – | ﹤0.01% | 744 |
|
|
2022
Q3 | $23K | Sell |
471
-62
| -12% | -$3.24K | ﹤0.01% | 751 |
|
|
2022
Q2 | $27K | Sell |
533
-152
| -22% | -$7.74K | ﹤0.01% | 737 |
|
|
2022
Q1 | $35K | Buy |
685
+187
| +38% | +$10.4K | ﹤0.01% | 752 |
|
|
2021
Q4 | $30K | Sell |
498
-434
| -47% | -$25.8K | ﹤0.01% | 738 |
|
|
2021
Q3 | $57K | Sell |
932
-533
| -36% | -$34K | ﹤0.01% | 595 |
|
|
2021
Q2 | $96K | Buy |
1,465
+489
| +50% | +$32.5K | 0.01% | 458 |
|
|
2021
Q1 | $61K | Buy |
976
+27
| +3% | +$1.72K | 0.01% | 519 |
|
|
2020
Q4 | $64K | Buy |
949
+433
| +84% | +$29.4K | 0.01% | 477 |
|
|
2020
Q3 | $36K | Hold |
516
| – | – | ﹤0.01% | 512 |
|
|
2020
Q2 | $32K | Sell |
516
-124
| -19% | -$7.41K | ﹤0.01% | 480 |
|
|
2020
Q1 | $36K | Buy |
+640
| New | +$40.1K | 0.01% | 445 |
|
Other funds holding UL
