Financial Advocates Investment Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,524
| Closed | -$269K | – | 753 |
|
|
2025
Q1 | $269K | Sell |
4,524
-1,013
| -18% | -$60.3K | 0.02% | 583 |
|
|
2024
Q4 | $314K | Buy |
5,537
+1,273
| +30% | +$72.2K | 0.02% | 587 |
|
|
2024
Q3 | $277K | Buy |
4,264
+342
| +9% | +$22.2K | 0.02% | 619 |
|
|
2024
Q2 | $216K | Buy |
+3,922
| New | +$216K | 0.01% | 654 |
|
|
2023
Q4 | – | Sell |
-4,979
| Closed | -$246K | – | 769 |
|
|
2023
Q3 | $246K | Sell |
4,979
-112
| -2% | -$5.53K | 0.02% | 583 |
|
|
2023
Q2 | $265K | Buy |
+5,091
| New | +$265K | 0.02% | 553 |
|