Heritage Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
|
|||||
|
2025
Q1 | $131K | Sell |
|
|||||
|
2024
Q4 | $160K | Hold |
|
|||||
|
2024
Q3 | $183K | Hold |
|
|||||
|
2024
Q2 | $155K | Sell |
|
|||||
|
2024
Q1 | $147K | Hold |
|
|||||
|
2023
Q4 | $142K | Hold |
|
|||||
|
2023
Q3 | $145K | Sell |
|
|||||
|
2023
Q2 | $160K | Hold |
|
|||||
|
2023
Q1 | $160K | Sell |
|
|||||
|
2022
Q4 | $183K | Hold |
|
|||||
|
2022
Q3 | $159K | Sell |
|
|||||
|
2022
Q2 | $203K | Sell |
|
|||||
|
2022
Q1 | $207K | Hold |
|
|||||
|
2021
Q4 | $245K | Hold |
|
|||||
|
2021
Q3 | $247K | Sell |
|
|||||
|
2021
Q2 | $342K | Hold |
|
|||||
|
2021
Q1 | $326K | Hold |
|
|||||
|
2020
Q4 | $353K | Buy |
|
|||||
|
2020
Q3 | $157K | Hold |
|
|||||
|
2020
Q2 | $140K | Buy |
|
|||||
|
2020
Q1 | $91.1K | Sell |
|
|||||
|
2019
Q4 | $127K | Buy |
|
|||||
|
2019
Q3 | $66K | Hold |
|
|||||
|
2019
Q2 | $68.6K | Hold |
|
|||||
|
2019
Q1 | $63.9K | Buy |
|
|||||
|
2018
Q4 | $36K | Hold |
|
|||||
|
2018
Q3 | $38K | Buy |
|