First Affirmative Financial Network’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.05M | Sell |
17,626
-929
| -5% | -$55.3K | 0.64% | 29 |
|
2024
Q4 | $1.05M | Buy |
18,555
+777
| +4% | +$44.1K | 0.61% | 34 |
|
2024
Q3 | $1.15M | Buy |
17,778
+70
| +0.4% | +$4.55K | 0.63% | 30 |
|
2024
Q2 | $974K | Buy |
17,708
+999
| +6% | +$54.9K | 0.68% | 26 |
|
2024
Q1 | $839K | Buy |
16,709
+336
| +2% | +$16.9K | 0.62% | 28 |
|
2023
Q4 | $794K | Buy |
16,373
+1,115
| +7% | +$54.1K | 0.63% | 31 |
|
2023
Q3 | $754K | Buy |
15,258
+1,566
| +11% | +$77.4K | 0.74% | 22 |
|
2023
Q2 | $714K | Buy |
13,692
+1,871
| +16% | +$97.5K | 0.71% | 22 |
|
2023
Q1 | $614K | Buy |
11,821
+728
| +7% | +$37.8K | 0.71% | 25 |
|
2022
Q4 | $559K | Buy |
11,093
+886
| +9% | +$44.6K | 0.68% | 26 |
|
2022
Q3 | $447K | Buy |
10,207
+877
| +9% | +$38.4K | 0.57% | 38 |
|
2022
Q2 | $428K | Buy |
9,330
+385
| +4% | +$17.7K | 0.49% | 52 |
|
2022
Q1 | $408K | Buy |
8,945
+1,832
| +26% | +$83.6K | 0.39% | 69 |
|
2021
Q4 | $383K | Buy |
7,113
+61
| +0.9% | +$3.29K | 0.35% | 78 |
|
2021
Q3 | $382K | Buy |
+7,052
| New | +$382K | 0.39% | 67 |
|