Delta Financial 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 | $285K | Buy |
4,652
+4
| +0.1% | +$245 | 0.1% | 101 |
|
|
2025
Q1 | $277K | Buy |
4,648
+4
| +0.1% | +$238 | 0.1% | 101 |
|
|
2024
Q4 | $263K | Buy |
4,644
+4
| +0.1% | +$227 | 0.1% | 102 |
|
|
2024
Q3 | $301K | Buy |
4,640
+3
| +0.1% | +$195 | 0.11% | 100 |
|
|
2024
Q2 | $255K | Buy |
4,637
+4
| +0.1% | +$220 | 0.1% | 105 |
|
|
2024
Q1 | $233K | Sell |
4,633
-1,995
| -30% | -$100K | 0.09% | 110 |
|
|
2023
Q4 | $321K | Sell |
6,628
-996
| -13% | -$48.3K | 0.14% | 100 |
|
|
2023
Q3 | $377K | Buy |
7,624
+205
| +3% | +$10.1K | 0.17% | 100 |
|
|
2023
Q2 | $387K | Buy |
7,419
+1,004
| +16% | +$52.3K | 0.17% | 98 |
|
|
2023
Q1 | $333K | Buy |
6,415
+4
| +0.1% | +$208 | 0.16% | 101 |
|
|
2022
Q4 | $323K | Buy |
6,411
+4
| +0.1% | +$201 | 0.16% | 100 |
|
|
2022
Q3 | $281K | Buy |
6,407
+4
| +0.1% | +$175 | 0.15% | 103 |
|
|
2022
Q2 | $293K | Buy |
6,403
+555
| +9% | +$25.4K | 0.15% | 106 |
|
|
2022
Q1 | $267K | Buy |
5,848
+1,229
| +27% | +$56.1K | 0.11% | 112 |
|
|
2021
Q4 | $248K | Buy |
4,619
+785
| +20% | +$42.1K | 0.1% | 114 |
|
|
2021
Q3 | $208K | Buy |
+3,834
| New | +$208K | 0.09% | 117 |
|