Creative Planning’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 | $23.1M | Sell |
405,108
-10,313
| -2% | -$691K | 0.02% | 384 |
|
|
2025
Q4 | $27.2M | Sell |
415,421
-2,587
| -0.6% | -$174K | 0.02% | 303 |
|
|
2025
Q3 | $27.9M | Buy |
418,008
+6,316
| +2% | +$436K | 0.02% | 291 |
|
|
2025
Q2 | $28.3M | Buy |
411,692
+44,643
| +12% | +$3.13M | 0.02% | 263 |
|
|
2025
Q1 | $24.6M | Buy |
367,049
+89,100
| +32% | +$5.75M | 0.02% | 281 |
|
|
2024
Q4 | $17.7M | Buy |
277,949
+15,171
| +6% | +$1.02M | 0.02% | 318 |
|
|
2024
Q3 | $19.2M | Buy |
262,778
+21,083
| +9% | +$1.46M | 0.02% | 294 |
|
|
2024
Q2 | $15M | Buy |
241,695
+21,542
| +10% | +$1.27M | 0.02% | 317 |
|
|
2024
Q1 | $12.4M | Buy |
220,153
+10,901
| +5% | +$604K | 0.01% | 359 |
|
|
2023
Q4 | $11.4M | Sell |
209,252
-24,523
| -10% | -$1.32M | 0.02% | 351 |
|
|
2023
Q3 | $13M | Buy |
233,775
+45,227
| +24% | +$2.61M | 0.02% | 305 |
|
|
2023
Q2 | $11.1M | Sell |
188,548
-19,104
| -9% | -$1.13M | 0.01% | 329 |
|
|
2023
Q1 | $12.1M | Sell |
207,652
-3,613
| -2% | -$205K | 0.02% | 306 |
|
|
2022
Q4 | $12M | Buy |
211,265
+10,858
| +5% | +$581K | 0.02% | 303 |
|
|
2022
Q3 | $9.88M | Buy |
200,407
+3,005
| +2% | +$157K | 0.02% | 306 |
|
|
2022
Q2 | $10.2M | Buy |
197,402
+78,528
| +66% | +$4M | 0.02% | 318 |
|
|
2022
Q1 | $6.09M | Buy |
118,874
+45,427
| +62% | +$2.53M | 0.01% | 412 |
|
|
2021
Q4 | $4.45M | Sell |
73,447
-21,707
| -23% | -$1.29M | 0.01% | 442 |
|
|
2021
Q3 | $5.8M | Buy |
95,154
+33,520
| +54% | +$2.14M | 0.01% | 384 |
|
|
2021
Q2 | $4.06M | Sell |
61,634
-1,181
| -2% | -$78.5K | 0.01% | 464 |
|
|
2021
Q1 | $3.94M | Buy |
62,815
+249
| +0.4% | +$15.9K | 0.01% | 476 |
|
|
2020
Q4 | $4.25M | Buy |
62,566
+29,617
| +90% | +$2.01M | 0.01% | 418 |
|
|
2020
Q3 | $2.29M | Buy |
32,949
+3,425
| +12% | +$229K | 0.01% | 520 |
|
|
2020
Q2 | $1.82M | Sell |
29,524
-1,907
| -6% | -$114K | 0.01% | 528 |
|
|
2020
Q1 | $1.79M | Sell |
31,431
-728
| -2% | -$45.7K | 0.01% | 460 |
|
|
2019
Q4 | $2.07M | Sell |
32,159
-2,865
| -8% | -$190K | 0.01% | 506 |
|
|
2019
Q3 | $2.37M | Buy |
35,024
+1,266
| +4% | +$87.7K | 0.01% | 443 |
|
|
2019
Q2 | $2.35M | Buy |
33,758
+1,312
| +4% | +$89.1K | 0.01% | 453 |
|
|
2019
Q1 | $2.11M | Buy |
32,446
+1,464
| +5% | +$89.2K | 0.01% | 446 |
|
|
2018
Q4 | $1.82M | Buy |
30,982
+171
| +0.6% | +$10.3K | 0.01% | 445 |
|
|
2018
Q3 | $1.91M | Sell |
30,811
-1,786
| -5% | -$113K | 0.01% | 492 |
|
|
2018
Q2 | $2.03M | Buy |
32,597
+2,935
| +10% | +$182K | 0.01% | 472 |
|
|
2018
Q1 | $1.85M | Buy |
29,662
+3,426
| +13% | +$208K | 0.01% | 484 |
|
|
2017
Q4 | $1.63M | Buy |
26,236
+1,830
| +7% | +$116K | 0.01% | 520 |
|
|
2017
Q3 | $1.59M | Buy |
24,406
+435
| +2% | +$28K | 0.01% | 533 |
|
|
2017
Q2 | $1.46M | Sell |
23,971
-642
| -3% | -$38.3K | 0.01% | 541 |
|
|
2017
Q1 | $1.37M | Sell |
24,613
-5,392
| -18% | -$273K | 0.01% | 558 |
|
|
2016
Q4 | $1.37M | Sell |
30,005
-2,759
| -8% | -$129K | 0.01% | 510 |
|
|
2016
Q3 | $1.75M | Buy |
32,764
+20,788
| +174% | +$1.1M | 0.01% | 416 |
|
|
2016
Q2 | $645K | Sell |
11,976
-890
| -7% | -$45.7K | ﹤0.01% | 671 |
|
|
2016
Q1 | $654K | Buy |
12,866
+1,767
| +16% | +$86K | 0.01% | 652 |
|
|
2015
Q4 | $538K | Buy |
11,099
+407
| +4% | +$19.9K | ﹤0.01% | 721 |
|
|
2015
Q3 | $491K | Buy |
10,692
+143
| +1% | +$6.84K | ﹤0.01% | 751 |
|
|
2015
Q2 | $510K | Buy |
10,549
+1,230
| +13% | +$60.8K | ﹤0.01% | 657 |
|
|
2015
Q1 | $437K | Buy |
9,319
+570
| +7% | +$27.3K | ﹤0.01% | 798 |
|
|
2014
Q4 | $398K | Buy |
8,749
+3,664
| +72% | +$168K | ﹤0.01% | 788 |
|
|
2014
Q3 | $240K | Sell |
5,085
-640
| -11% | -$31.6K | ﹤0.01% | 969 |
|
|
2014
Q2 | $292K | Buy |
5,725
+433
| +8% | +$21.7K | ﹤0.01% | 853 |
|
|
2014
Q1 | $255K | Sell |
5,292
-748
| -12% | -$33.8K | ﹤0.01% | 883 |
|
|
2013
Q4 | $280K | Buy |
6,040
+1,464
| +32% | +$65.5K | ﹤0.01% | 707 |
|
|
2013
Q3 | $199K | Buy |
4,576
+1,499
| +49% | +$68K | ﹤0.01% | 772 |
|
|
2013
Q2 | $140K | Buy |
+3,077
| New | +$146K | ﹤0.01% | 817 |
|
Other funds holding UL
