Heritage Wealth 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 | $139K | Buy |
2,274
+69
| +3% | +$4.22K | 0.01% | 224 |
|
|
2025
Q1 | $131K | Sell |
2,205
-610
| -22% | -$36.3K | 0.01% | 225 |
|
|
2024
Q4 | $160K | Hold |
2,815
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $183K | Hold |
2,815
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $155K | Sell |
2,815
-120
| -4% | -$6.6K | 0.01% | 226 |
|
|
2024
Q1 | $147K | Hold |
2,935
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $142K | Hold |
2,935
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $145K | Sell |
2,935
-140
| -5% | -$6.92K | 0.01% | 221 |
|
|
2023
Q2 | $160K | Hold |
3,075
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $160K | Sell |
3,075
-550
| -15% | -$28.6K | 0.01% | 219 |
|
|
2022
Q4 | $183K | Hold |
3,625
| – | – | 0.01% | 218 |
|
|
2022
Q3 | $159K | Sell |
3,625
-810
| -18% | -$35.5K | 0.01% | 218 |
|
|
2022
Q2 | $203K | Sell |
4,435
-114
| -3% | -$5.22K | 0.01% | 195 |
|
|
2022
Q1 | $207K | Hold |
4,549
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $245K | Hold |
4,549
| – | – | 0.01% | 188 |
|
|
2021
Q3 | $247K | Sell |
4,549
-1,298
| -22% | -$70.4K | 0.02% | 180 |
|
|
2021
Q2 | $342K | Hold |
5,847
| – | – | 0.02% | 159 |
|
|
2021
Q1 | $326K | Hold |
5,847
| – | – | 0.02% | 170 |
|
|
2020
Q4 | $353K | Buy |
5,847
+3,295
| +129% | +$199K | 0.02% | 157 |
|
|
2020
Q3 | $157K | Hold |
2,552
| – | – | 0.02% | 164 |
|
|
2020
Q2 | $140K | Buy |
2,552
+750
| +42% | +$41.2K | 0.02% | 170 |
|
|
2020
Q1 | $91.1K | Sell |
1,802
-418
| -19% | -$21.1K | 0.02% | 203 |
|
|
2019
Q4 | $127K | Buy |
2,220
+1,113
| +101% | +$63.6K | 0.02% | 210 |
|
|
2019
Q3 | $66K | Hold |
1,107
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $68.6K | Hold |
1,107
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $63.9K | Buy |
1,107
+405
| +58% | +$23.4K | 0.01% | 209 |
|
|
2018
Q4 | $36K | Hold |
702
| – | – | 0.01% | 216 |
|
|
2018
Q3 | $38K | Buy |
+702
| New | +$38K | 0.01% | 218 |
|