Dynamic Advisor Solutions’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
64,131
+1,025
| +2% | +$62.7K | 0.12% | 195 |
|
|
2025
Q1 | $3.76M | Buy |
+63,106
| New | +$3.76M | 0.12% | 191 |
|
|
2024
Q4 | – | Sell |
-70,815
| Closed | -$4.6M | – | 852 |
|
|
2024
Q3 | $4.6M | Sell |
70,815
-1,364
| -2% | -$88.6K | 0.14% | 177 |
|
|
2024
Q2 | $3.97M | Sell |
72,179
-444
| -0.6% | -$24.4K | 0.13% | 197 |
|
|
2024
Q1 | $3.64M | Buy |
72,623
+3,597
| +5% | +$181K | 0.12% | 205 |
|
|
2023
Q4 | $3.37M | Buy |
69,026
+61,313
| +795% | +$2.99M | 0.13% | 205 |
|
|
2023
Q3 | $381K | Buy |
+7,713
| New | +$381K | 0.02% | 593 |
|
|
2023
Q1 | – | Sell |
-4,080
| Closed | -$205K | – | 805 |
|
|
2022
Q4 | $205K | Sell |
4,080
-504
| -11% | -$25.4K | 0.01% | 657 |
|
|
2022
Q3 | $201K | Buy |
4,584
+92
| +2% | +$4.03K | 0.02% | 630 |
|
|
2022
Q2 | $206K | Buy |
+4,492
| New | +$206K | 0.02% | 646 |
|