Clearstead 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 | $7.65K | Sell |
125
-44
| -26% | -$2.69K | ﹤0.01% | 1974 |
|
2025
Q1 | $10.1K | Sell |
169
-3
| -2% | -$179 | ﹤0.01% | 1597 |
|
2024
Q4 | $9.75K | Buy |
172
+47
| +38% | +$2.67K | ﹤0.01% | 1568 |
|
2024
Q3 | $8.12K | Hold |
125
| – | – | ﹤0.01% | 1622 |
|
2024
Q2 | $6.87K | Hold |
125
| – | – | ﹤0.01% | 1623 |
|
2024
Q1 | $6.74K | Hold |
125
| – | – | ﹤0.01% | 1131 |
|
2023
Q4 | $6.06K | Sell |
125
-1,585
| -93% | -$76.8K | ﹤0.01% | 1137 |
|
2023
Q3 | $84.5K | Buy |
1,710
+1,055
| +161% | +$52.1K | ﹤0.01% | 776 |
|
2023
Q2 | $34.1K | Buy |
655
+125
| +24% | +$6.52K | ﹤0.01% | 809 |
|
2023
Q1 | $27.5K | Hold |
530
| – | – | ﹤0.01% | 791 |
|
2022
Q4 | $26.7K | Hold |
530
| – | – | ﹤0.01% | 743 |
|
2022
Q3 | $23K | Sell |
530
-70
| -12% | -$3.04K | ﹤0.01% | 749 |
|
2022
Q2 | $27K | Sell |
600
-171
| -22% | -$7.7K | ﹤0.01% | 735 |
|
2022
Q1 | $35K | Buy |
771
+211
| +38% | +$9.58K | ﹤0.01% | 750 |
|
2021
Q4 | $30K | Sell |
560
-488
| -47% | -$26.1K | ﹤0.01% | 734 |
|
2021
Q3 | $57K | Sell |
1,048
-600
| -36% | -$32.6K | ﹤0.01% | 592 |
|
2021
Q2 | $96K | Buy |
1,648
+550
| +50% | +$32K | 0.01% | 458 |
|
2021
Q1 | $61K | Buy |
1,098
+30
| +3% | +$1.67K | 0.01% | 519 |
|
2020
Q4 | $64K | Buy |
1,068
+488
| +84% | +$29.2K | 0.01% | 477 |
|
2020
Q3 | $36K | Hold |
580
| – | – | ﹤0.01% | 512 |
|
2020
Q2 | $32K | Sell |
580
-140
| -19% | -$7.72K | ﹤0.01% | 480 |
|
2020
Q1 | $36K | Buy |
+720
| New | +$36K | 0.01% | 444 |
|