Dana Investment 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 | $543K | Sell |
8,875
-200
| -2% | -$12.2K | 0.02% | 445 |
|
2025
Q1 | $540K | Buy |
9,075
+59
| +0.7% | +$3.51K | 0.02% | 439 |
|
2024
Q4 | $511K | Sell |
9,016
-1
| -0% | -$57 | 0.02% | 458 |
|
2024
Q3 | $586K | Hold |
9,017
| – | – | 0.02% | 436 |
|
2024
Q2 | $496K | Sell |
9,017
-94
| -1% | -$5.17K | 0.02% | 435 |
|
2024
Q1 | $457K | Sell |
9,111
-5,164
| -36% | -$259K | 0.02% | 447 |
|
2023
Q4 | $692K | Sell |
14,275
-1,841
| -11% | -$89.3K | 0.03% | 293 |
|
2023
Q3 | $796K | Buy |
16,116
+6,805
| +73% | +$336K | 0.04% | 261 |
|
2023
Q2 | $485K | Buy |
9,311
+111
| +1% | +$5.79K | 0.02% | 322 |
|
2023
Q1 | $478K | Sell |
9,200
-1,773
| -16% | -$92.1K | 0.02% | 315 |
|
2022
Q4 | $552K | Sell |
10,973
-1,156
| -10% | -$58.2K | 0.03% | 298 |
|
2022
Q3 | $532K | Sell |
12,129
-235
| -2% | -$10.3K | 0.03% | 292 |
|
2022
Q2 | $567K | Buy |
+12,364
| New | +$567K | 0.03% | 291 |
|
2016
Q1 | – | Sell |
-375
| Closed | -$375 | – | 305 |
|
2015
Q4 | $375 | Sell |
375
-10,919
| -97% | -$10.9K | 0.02% | 237 |
|
2015
Q3 | $461K | Sell |
11,294
-729
| -6% | -$29.8K | 0.02% | 222 |
|
2015
Q2 | $517K | Buy |
12,023
+104
| +0.9% | +$4.47K | 0.02% | 215 |
|
2015
Q1 | $497K | Sell |
11,919
-168
| -1% | -$7.01K | 0.02% | 219 |
|
2014
Q4 | $489K | Buy |
12,087
+218
| +2% | +$8.82K | 0.02% | 228 |
|
2014
Q3 | $497K | Sell |
11,869
-293
| -2% | -$12.3K | 0.03% | 221 |
|
2014
Q2 | $551K | Buy |
12,162
+788
| +7% | +$35.7K | 0.03% | 217 |
|
2014
Q1 | $487K | Buy |
+11,374
| New | +$487K | 0.03% | 226 |
|