FCA
FLC Capital Advisors’s Unilever UL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $726K | Sell |
11,873
-426
| -3% | -$26.1K | 0.15% | 88 |
|
2025
Q1 | $732K | Hold |
12,299
| – | – | 0.16% | 87 |
|
2024
Q4 | $697K | Sell |
12,299
-463
| -4% | -$26.3K | 0.16% | 88 |
|
2024
Q3 | $829K | Hold |
12,762
| – | – | 0.19% | 74 |
|
2024
Q2 | $702K | Hold |
12,762
| – | – | 0.17% | 78 |
|
2024
Q1 | $641K | Hold |
12,762
| – | – | 0.16% | 80 |
|
2023
Q4 | $619K | Buy |
12,762
+1,622
| +15% | +$78.6K | 0.17% | 84 |
|
2023
Q3 | $550K | Sell |
11,140
-3,263
| -23% | -$161K | 0.17% | 83 |
|
2023
Q2 | $751K | Hold |
14,403
| – | – | 0.22% | 68 |
|
2023
Q1 | $748K | Hold |
14,403
| – | – | 0.23% | 67 |
|
2022
Q4 | $725K | Buy |
14,403
+410
| +3% | +$20.6K | 0.23% | 70 |
|
2022
Q3 | $613K | Buy |
13,993
+4,240
| +43% | +$186K | 0.21% | 81 |
|
2022
Q2 | $447K | Buy |
+9,753
| New | +$447K | 0.15% | 108 |
|