Financial Architects (New Jersey)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $212K | Buy |
4,066
+67
| +2% | +$3.49K | 0.03% | 305 |
|
|
2023
Q1 | $208K | Sell |
3,999
-1,089
| -21% | -$56.5K | 0.03% | 306 |
|
|
2022
Q4 | $256K | Buy |
5,088
+125
| +3% | +$6.29K | 0.04% | 287 |
|
|
2022
Q3 | $218K | Buy |
+4,963
| New | +$218K | 0.04% | 291 |
|
|
2022
Q2 | – | Sell |
-7,663
| Closed | -$349K | – | 268 |
|
|
2022
Q1 | $349K | Sell |
7,663
-3,714
| -33% | -$169K | 0.05% | 241 |
|
|
2021
Q4 | $612K | Sell |
11,377
-3
| -0% | -$161 | 0.08% | 187 |
|
|
2021
Q3 | $617K | Sell |
11,380
-4,475
| -28% | -$243K | 0.09% | 179 |
|
|
2021
Q2 | $928K | Sell |
15,855
-632
| -4% | -$37K | 0.13% | 146 |
|
|
2021
Q1 | $920K | Sell |
16,487
-3,780
| -19% | -$211K | 0.14% | 139 |
|
|
2020
Q4 | $1.22M | Sell |
20,267
-497
| -2% | -$30K | 0.23% | 94 |
|
|
2020
Q3 | $1.28M | Buy |
20,764
+1,120
| +6% | +$69.1K | 0.28% | 80 |
|
|
2020
Q2 | $1.08M | Buy |
19,644
+3,550
| +22% | +$195K | 0.25% | 88 |
|
|
2020
Q1 | $814K | Sell |
16,094
-334
| -2% | -$16.9K | 0.22% | 92 |
|
|
2019
Q4 | $939K | Sell |
16,428
-1,497
| -8% | -$85.6K | 0.2% | 98 |
|
|
2019
Q3 | $1.08M | Sell |
17,925
-1,898
| -10% | -$114K | 0.25% | 85 |
|
|
2019
Q2 | $1.23M | Sell |
19,823
-100
| -0.5% | -$6.2K | 0.23% | 90 |
|
|
2019
Q1 | $1.15M | Sell |
19,923
-900
| -4% | -$52K | 0.2% | 94 |
|
|
2018
Q4 | $1.09M | Sell |
20,823
-300
| -1% | -$15.7K | 0.21% | 86 |
|
|
2018
Q3 | $1.16M | Hold |
21,123
| – | – | 0.19% | 94 |
|
|
2018
Q2 | $1.17M | Buy |
21,123
+100
| +0.5% | +$5.53K | 0.21% | 87 |
|
|
2018
Q1 | $1.17M | Sell |
21,023
-678
| -3% | -$37.7K | 0.23% | 78 |
|
|
2017
Q4 | $1.2M | Sell |
21,701
-198
| -0.9% | -$11K | 0.2% | 88 |
|
|
2017
Q3 | $1.27M | Hold |
21,899
| – | – | 0.23% | 85 |
|
|
2017
Q2 | $1.19M | Sell |
21,899
-3,439
| -14% | -$186K | 0.21% | 85 |
|
|
2017
Q1 | $1.25M | Sell |
25,338
-828
| -3% | -$40.8K | 0.22% | 86 |
|
|
2016
Q4 | $1.07M | Sell |
26,166
-8,451
| -24% | -$344K | 0.25% | 80 |
|
|
2016
Q3 | $1.64M | Sell |
34,617
-249
| -0.7% | -$11.8K | 0.44% | 49 |
|
|
2016
Q2 | $1.67M | Buy |
34,866
+1,896
| +6% | +$90.8K | 0.47% | 49 |
|
|
2016
Q1 | $1.49M | Buy |
32,970
+730
| +2% | +$33K | 0.53% | 45 |
|
|
2015
Q4 | $1.39M | Buy |
32,240
+10,962
| +52% | +$473K | 0.56% | 45 |
|
|
2015
Q3 | $868K | Buy |
21,278
+7,239
| +52% | +$295K | 0.37% | 64 |
|
|
2015
Q2 | $603K | Buy |
+14,039
| New | +$603K | 0.22% | 88 |
|
|
2015
Q1 | – | Sell |
-14,330
| Closed | -$580K | – | 1019 |
|
|
2014
Q4 | $580K | Buy |
14,330
+9,280
| +184% | +$376K | 0.25% | 83 |
|
|
2014
Q3 | $212K | Buy |
5,050
+200
| +4% | +$8.4K | 0.1% | 142 |
|
|
2014
Q2 | $220K | Buy |
4,850
+136
| +3% | +$6.17K | 0.11% | 142 |
|
|
2014
Q1 | $202K | Buy |
+4,714
| New | +$202K | 0.12% | 143 |
|
|
2013
Q4 | – | Sell |
-2,949
| Closed | -$114K | – | 537 |
|
|
2013
Q3 | $114K | Buy |
2,949
+220
| +8% | +$8.51K | 0.07% | 168 |
|
|
2013
Q2 | $110K | Buy |
+2,729
| New | +$110K | 0.08% | 158 |
|