Heck Capital 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 | – | Sell |
-1,500
| Closed | -$89.3K | – | 247 |
|
|
2025
Q1 | $89.3K | Hold |
1,500
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $85.1K | Hold |
1,500
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $97.4K | Sell |
1,500
-1,500
| -50% | -$97.4K | 0.01% | 154 |
|
|
2024
Q2 | $165K | Buy |
3,000
+1,500
| +100% | +$82.5K | 0.02% | 146 |
|
|
2024
Q1 | $75.3K | Hold |
1,500
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $72.7K | Hold |
1,500
| – | – | 0.01% | 147 |
|
|
2023
Q3 | $74.1K | Hold |
1,500
| – | – | 0.01% | 144 |
|
|
2023
Q2 | $78.2K | Hold |
1,500
| – | – | 0.01% | 136 |
|
|
2023
Q1 | $77.9K | Hold |
1,500
| – | – | 0.01% | 123 |
|
|
2022
Q4 | $75.5K | Hold |
1,500
| – | – | 0.01% | 126 |
|
|
2022
Q3 | $65.8K | Hold |
1,500
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $68.7K | Hold |
1,500
| – | – | 0.01% | 128 |
|
|
2022
Q1 | $68.4K | Sell |
1,500
-50
| -3% | -$2.28K | 0.01% | 121 |
|
|
2021
Q4 | $83.4K | Hold |
1,550
| – | – | 0.02% | 108 |
|
|
2021
Q3 | $84K | Hold |
1,550
| – | – | 0.02% | 110 |
|
|
2021
Q2 | $90.7K | Buy |
1,550
+50
| +3% | +$2.93K | 0.02% | 107 |
|
|
2021
Q1 | $68.4K | Sell |
1,500
-50
| -3% | -$2.28K | 0.02% | 106 |
|
|
2020
Q4 | $93.6K | Buy |
+1,550
| New | +$93.6K | 0.02% | 98 |
|