Creative Planning’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
463,154
+50,224
| +12% | +$3.07M | 0.02% | 263 |
|
|
2025
Q1 | $24.6M | Buy |
412,930
+100,237
| +32% | +$5.97M | 0.02% | 281 |
|
|
2024
Q4 | $17.7M | Buy |
312,693
+17,068
| +6% | +$968K | 0.02% | 318 |
|
|
2024
Q3 | $19.2M | Buy |
295,625
+23,718
| +9% | +$1.54M | 0.02% | 294 |
|
|
2024
Q2 | $15M | Buy |
271,907
+24,235
| +10% | +$1.33M | 0.02% | 317 |
|
|
2024
Q1 | $12.4M | Buy |
247,672
+12,263
| +5% | +$615K | 0.01% | 359 |
|
|
2023
Q4 | $11.4M | Sell |
235,409
-27,588
| -10% | -$1.34M | 0.02% | 351 |
|
|
2023
Q3 | $13M | Buy |
262,997
+50,880
| +24% | +$2.51M | 0.02% | 305 |
|
|
2023
Q2 | $11.1M | Sell |
212,117
-21,492
| -9% | -$1.12M | 0.01% | 329 |
|
|
2023
Q1 | $12.1M | Sell |
233,609
-4,064
| -2% | -$211K | 0.02% | 306 |
|
|
2022
Q4 | $12M | Buy |
237,673
+12,215
| +5% | +$615K | 0.02% | 302 |
|
|
2022
Q3 | $9.88M | Buy |
225,458
+3,381
| +2% | +$148K | 0.02% | 306 |
|
|
2022
Q2 | $10.2M | Buy |
222,077
+88,344
| +66% | +$4.05M | 0.02% | 317 |
|
|
2022
Q1 | $6.09M | Buy |
133,733
+51,105
| +62% | +$2.33M | 0.01% | 412 |
|
|
2021
Q4 | $4.45M | Sell |
82,628
-24,420
| -23% | -$1.31M | 0.01% | 442 |
|
|
2021
Q3 | $5.8M | Buy |
107,048
+37,710
| +54% | +$2.04M | 0.01% | 384 |
|
|
2021
Q2 | $4.06M | Sell |
69,338
-1,329
| -2% | -$77.7K | 0.01% | 464 |
|
|
2021
Q1 | $3.95M | Buy |
70,667
+280
| +0.4% | +$15.6K | 0.01% | 470 |
|
|
2020
Q4 | $4.25M | Buy |
70,387
+33,319
| +90% | +$2.01M | 0.01% | 411 |
|
|
2020
Q3 | $2.29M | Buy |
37,068
+3,853
| +12% | +$238K | 0.01% | 513 |
|
|
2020
Q2 | $1.82M | Sell |
33,215
-2,145
| -6% | -$118K | 0.01% | 521 |
|
|
2020
Q1 | $1.79M | Sell |
35,360
-819
| -2% | -$41.4K | 0.01% | 457 |
|
|
2019
Q4 | $2.07M | Sell |
36,179
-3,223
| -8% | -$184K | 0.01% | 504 |
|
|
2019
Q3 | $2.37M | Buy |
39,402
+1,424
| +4% | +$85.6K | 0.01% | 441 |
|
|
2019
Q2 | $2.35M | Buy |
37,978
+1,476
| +4% | +$91.4K | 0.01% | 451 |
|
|
2019
Q1 | $2.11M | Buy |
36,502
+1,647
| +5% | +$95.1K | 0.01% | 444 |
|
|
2018
Q4 | $1.82M | Buy |
34,855
+193
| +0.6% | +$10.1K | 0.01% | 444 |
|
|
2018
Q3 | $1.91M | Sell |
34,662
-2,010
| -5% | -$110K | 0.01% | 489 |
|
|
2018
Q2 | $2.03M | Buy |
36,672
+3,302
| +10% | +$183K | 0.01% | 469 |
|
|
2018
Q1 | $1.85M | Buy |
33,370
+3,855
| +13% | +$214K | 0.01% | 480 |
|
|
2017
Q4 | $1.63M | Buy |
29,515
+2,058
| +7% | +$114K | 0.01% | 516 |
|
|
2017
Q3 | $1.59M | Buy |
27,457
+490
| +2% | +$28.4K | 0.01% | 531 |
|
|
2017
Q2 | $1.46M | Sell |
26,967
-723
| -3% | -$39.1K | 0.01% | 538 |
|
|
2017
Q1 | $1.37M | Sell |
27,690
-6,066
| -18% | -$299K | 0.01% | 555 |
|
|
2016
Q4 | $1.37M | Sell |
33,756
-3,104
| -8% | -$126K | 0.01% | 509 |
|
|
2016
Q3 | $1.75M | Buy |
36,860
+23,387
| +174% | +$1.11M | 0.01% | 415 |
|
|
2016
Q2 | $645K | Sell |
13,473
-1,001
| -7% | -$47.9K | ﹤0.01% | 671 |
|
|
2016
Q1 | $654K | Buy |
14,474
+1,988
| +16% | +$89.8K | 0.01% | 651 |
|
|
2015
Q4 | $538K | Buy |
12,486
+457
| +4% | +$19.7K | ﹤0.01% | 716 |
|
|
2015
Q3 | $491K | Buy |
12,029
+161
| +1% | +$6.57K | ﹤0.01% | 749 |
|
|
2015
Q2 | $510K | Buy |
11,868
+1,384
| +13% | +$59.5K | ﹤0.01% | 655 |
|
|
2015
Q1 | $437K | Buy |
10,484
+641
| +7% | +$26.7K | ﹤0.01% | 796 |
|
|
2014
Q4 | $398K | Buy |
9,843
+4,122
| +72% | +$167K | ﹤0.01% | 787 |
|
|
2014
Q3 | $240K | Sell |
5,721
-720
| -11% | -$30.2K | ﹤0.01% | 968 |
|
|
2014
Q2 | $292K | Buy |
6,441
+487
| +8% | +$22.1K | ﹤0.01% | 852 |
|
|
2014
Q1 | $255K | Sell |
5,954
-841
| -12% | -$36K | ﹤0.01% | 882 |
|
|
2013
Q4 | $280K | Buy |
6,795
+1,647
| +32% | +$67.9K | ﹤0.01% | 707 |
|
|
2013
Q3 | $199K | Buy |
5,148
+1,686
| +49% | +$65.2K | ﹤0.01% | 772 |
|
|
2013
Q2 | $140K | Buy |
+3,462
| New | +$140K | ﹤0.01% | 817 |
|