EFS
Essex Financial Services’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
16,738
+492
| +3% | +$30.1K | 0.07% | 246 |
|
|
2025
Q1 | $967K | Buy |
16,246
+168
| +1% | +$10K | 0.07% | 234 |
|
|
2024
Q4 | $912K | Sell |
16,078
-788
| -5% | -$44.7K | 0.06% | 252 |
|
|
2024
Q3 | $1.04M | Sell |
16,866
-2,296
| -12% | -$142K | 0.08% | 234 |
|
|
2024
Q2 | $1.18M | Buy |
19,162
+4,527
| +31% | +$278K | 0.09% | 204 |
|
|
2024
Q1 | $735K | Sell |
14,635
-941
| -6% | -$47.2K | 0.07% | 252 |
|
|
2023
Q4 | $755K | Sell |
15,576
-582
| -4% | -$28.2K | 0.08% | 235 |
|
|
2023
Q3 | $798K | Sell |
16,158
-765
| -5% | -$37.8K | 0.09% | 208 |
|
|
2023
Q2 | $882K | Sell |
16,923
-218
| -1% | -$11.4K | 0.1% | 192 |
|
|
2023
Q1 | $890K | Buy |
17,141
+747
| +5% | +$38.8K | 0.09% | 197 |
|
|
2022
Q4 | $825K | Buy |
16,394
+70
| +0.4% | +$3.52K | 0.09% | 210 |
|
|
2022
Q3 | $716K | Sell |
16,324
-1,732
| -10% | -$76K | 0.09% | 205 |
|
|
2022
Q2 | $828K | Sell |
18,056
-601
| -3% | -$27.6K | 0.09% | 200 |
|
|
2022
Q1 | $850K | Sell |
18,657
-1,161
| -6% | -$52.9K | 0.08% | 222 |
|
|
2021
Q4 | $1.07M | Sell |
19,818
-103
| -0.5% | -$5.54K | 0.11% | 190 |
|
|
2021
Q3 | $1.08M | Sell |
19,921
-715
| -3% | -$38.8K | 0.12% | 177 |
|
|
2021
Q2 | $1.15M | Hold |
20,636
| – | – | 0.17% | 132 |
|
|
2021
Q1 | $1.15M | Sell |
20,636
-59
| -0.3% | -$3.29K | 0.21% | 112 |
|
|
2020
Q4 | $1.24M | Buy |
20,695
+13,671
| +195% | +$822K | 0.25% | 101 |
|
|
2020
Q3 | $433K | Buy |
7,024
+2
| +0% | +$123 | 0.11% | 177 |
|
|
2020
Q2 | $385K | Buy |
7,022
+101
| +1% | +$5.54K | 0.12% | 162 |
|
|
2020
Q1 | $350K | Sell |
6,921
-4,489
| -39% | -$227K | 0.12% | 160 |
|
|
2019
Q4 | $652K | Sell |
11,410
-54
| -0.5% | -$3.09K | 0.18% | 125 |
|
|
2019
Q3 | $689K | Sell |
11,464
-499
| -4% | -$30K | 0.22% | 106 |
|
|
2019
Q2 | $741K | Sell |
11,963
-101
| -0.8% | -$6.26K | 0.22% | 99 |
|
|
2019
Q1 | $696K | Sell |
12,064
-118
| -1% | -$6.81K | 0.21% | 100 |
|
|
2018
Q4 | $637K | Sell |
12,182
-617
| -5% | -$32.3K | 0.2% | 109 |
|
|
2018
Q3 | $704K | Sell |
12,799
-341
| -3% | -$18.8K | 0.16% | 127 |
|
|
2018
Q2 | $726K | Buy |
13,140
+5
| +0% | +$276 | 0.17% | 119 |
|
|
2018
Q1 | $730K | Buy |
13,135
+5
| +0% | +$278 | 0.14% | 152 |
|
|
2017
Q4 | $727K | Sell |
13,130
-106
| -0.8% | -$5.87K | 0.17% | 119 |
|
|
2017
Q3 | $737K | Sell |
13,236
-206
| -2% | -$11.5K | 0.18% | 118 |
|
|
2017
Q2 | $727K | Buy |
13,442
+254
| +2% | +$13.7K | 0.15% | 146 |
|
|
2017
Q1 | $651K | Sell |
13,188
-1,605
| -11% | -$79.2K | 0.15% | 150 |
|
|
2016
Q4 | $602K | Buy |
14,793
+3,839
| +35% | +$156K | 0.13% | 155 |
|
|
2016
Q3 | $519K | Buy |
10,954
+4
| +0% | +$190 | 0.12% | 158 |
|
|
2016
Q2 | $525K | Buy |
10,950
+914
| +9% | +$43.8K | 0.13% | 156 |
|
|
2016
Q1 | $453K | Sell |
10,036
-2,396
| -19% | -$108K | 0.11% | 183 |
|
|
2015
Q4 | $536K | Buy |
12,432
+470
| +4% | +$20.3K | 0.13% | 168 |
|
|
2015
Q3 | $488K | Buy |
11,962
+535
| +5% | +$21.8K | 0.13% | 174 |
|
|
2015
Q2 | $491K | Sell |
11,427
-1,932
| -14% | -$83K | 0.13% | 182 |
|
|
2015
Q1 | $557K | Buy |
13,359
+299
| +2% | +$12.5K | 0.14% | 165 |
|
|
2014
Q4 | $529K | Buy |
13,060
+2,280
| +21% | +$92.4K | 0.14% | 168 |
|
|
2014
Q3 | $452K | Sell |
10,780
-121
| -1% | -$5.07K | 0.14% | 173 |
|
|
2014
Q2 | $494K | Buy |
10,901
+2,207
| +25% | +$100K | 0.15% | 162 |
|
|
2014
Q1 | $372K | Buy |
8,694
+1,402
| +19% | +$60K | 0.12% | 186 |
|
|
2013
Q4 | $300K | Buy |
7,292
+641
| +10% | +$26.4K | 0.1% | 204 |
|
|
2013
Q3 | $257 | Sell |
6,651
-237
| -3% | -$9 | 0.08% | 210 |
|
|
2013
Q2 | $279K | Buy |
+6,888
| New | +$279K | 0.1% | 202 |
|