Foundations Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
6,396
+240
| +4% | +$14.7K | 0.01% | 652 |
|
|
2025
Q1 | $367K | Sell |
6,156
-913
| -13% | -$54.4K | 0.01% | 653 |
|
|
2024
Q4 | $401K | Buy |
7,069
+1,058
| +18% | +$60K | 0.01% | 590 |
|
|
2024
Q3 | $390K | Buy |
6,011
+261
| +5% | +$17K | 0.01% | 575 |
|
|
2024
Q2 | $316K | Sell |
5,750
-45
| -0.8% | -$2.47K | 0.01% | 597 |
|
|
2024
Q1 | $291K | Buy |
5,795
+792
| +16% | +$39.7K | 0.01% | 584 |
|
|
2023
Q4 | $248K | Sell |
5,003
-66,184
| -93% | -$3.28M | 0.01% | 597 |
|
|
2023
Q3 | $3.52M | Sell |
71,187
-3,603
| -5% | -$178K | 0.11% | 149 |
|
|
2023
Q2 | $3.9M | Sell |
74,790
-2,097
| -3% | -$109K | 0.13% | 115 |
|
|
2023
Q1 | $3.99M | Buy |
76,887
+57,040
| +287% | +$2.96M | 0.14% | 98 |
|
|
2022
Q4 | $999K | Buy |
19,847
+6,886
| +53% | +$347K | 0.04% | 200 |
|
|
2022
Q3 | $568K | Buy |
+12,961
| New | +$568K | 0.02% | 218 |
|
|
2019
Q4 | – | Sell |
-4,336
| Closed | -$258K | – | 140 |
|
|
2019
Q3 | $258K | Buy |
4,336
+120
| +3% | +$7.14K | 0.03% | 110 |
|
|
2019
Q2 | $269K | Buy |
4,216
+265
| +7% | +$16.9K | 0.04% | 102 |
|
|
2019
Q1 | $228K | Buy |
3,951
+28
| +0.7% | +$1.62K | 0.04% | 88 |
|
|
2018
Q4 | $215K | Sell |
3,923
-108
| -3% | -$5.92K | 0.05% | 93 |
|
|
2018
Q3 | $222K | Buy |
4,031
+78
| +2% | +$4.3K | 0.05% | 92 |
|
|
2018
Q2 | $219K | Buy |
+3,953
| New | +$219K | 0.06% | 83 |
|