Delta Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $306K | Buy |
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|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $263K | Buy |
|
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|
2024
Q3 | $301K | Buy |
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|
2024
Q2 | $255K | Buy |
|
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $377K | Buy |
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|
2023
Q2 | $387K | Buy |
|
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $208K | Buy |
|