IFP 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 | $3.64M | Sell |
59,567
-1,402
| -2% | -$85.8K | 0.1% | 216 |
|
|
2025
Q1 | $3.63M | Buy |
60,969
+13,243
| +28% | +$789K | 0.11% | 203 |
|
|
2024
Q4 | $2.71M | Buy |
47,726
+42,613
| +833% | +$2.42M | 0.09% | 257 |
|
|
2024
Q3 | $332K | Buy |
5,113
+298
| +6% | +$19.4K | 0.01% | 858 |
|
|
2024
Q2 | $265K | Buy |
4,815
+380
| +9% | +$20.9K | 0.01% | 896 |
|
|
2024
Q1 | $223K | Sell |
4,435
-354
| -7% | -$17.8K | 0.01% | 954 |
|
|
2023
Q4 | $232K | Sell |
4,789
-695
| -13% | -$33.7K | 0.01% | 882 |
|
|
2023
Q3 | $271K | Sell |
5,484
-454
| -8% | -$22.4K | 0.01% | 825 |
|
|
2023
Q2 | $310K | Buy |
5,938
+392
| +7% | +$20.4K | 0.01% | 830 |
|
|
2023
Q1 | $205K | Sell |
5,546
-7,690
| -58% | -$285K | 0.01% | 935 |
|
|
2022
Q4 | $504K | Sell |
13,236
-73
| -0.5% | -$2.78K | 0.01% | 896 |
|
|
2022
Q3 | $515K | Buy |
13,309
+3,422
| +35% | +$132K | 0.01% | 920 |
|
|
2022
Q2 | $374K | Hold |
9,887
| – | – | 0.01% | 972 |
|
|
2022
Q1 | $374K | Buy |
9,887
+6,457
| +188% | +$244K | 0.01% | 972 |
|
|
2021
Q4 | $184K | Buy |
3,430
+32
| +0.9% | +$1.72K | ﹤0.01% | 974 |
|
|
2021
Q3 | $184K | Buy |
3,398
+1,680
| +98% | +$91K | ﹤0.01% | 964 |
|
|
2021
Q2 | $101K | Buy |
1,718
+98
| +6% | +$5.76K | ﹤0.01% | 1240 |
|
|
2021
Q1 | $90K | Sell |
1,620
-2,113
| -57% | -$117K | ﹤0.01% | 1219 |
|
|
2020
Q4 | $225K | Buy |
3,733
+803
| +27% | +$48.4K | 0.01% | 752 |
|
|
2020
Q3 | $181K | Sell |
2,930
-490
| -14% | -$30.3K | 0.01% | 741 |
|
|
2020
Q2 | $190K | Buy |
3,420
+396
| +13% | +$22K | 0.02% | 690 |
|
|
2020
Q1 | $148K | Buy |
3,024
+671
| +29% | +$32.8K | 0.01% | 680 |
|
|
2019
Q4 | $136K | Buy |
2,353
+286
| +14% | +$16.5K | 0.01% | 794 |
|
|
2019
Q3 | $125K | Buy |
+2,067
| New | +$125K | 0.01% | 955 |
|
|
2019
Q1 | $203K | Sell |
3,400
-2,393
| -41% | -$143K | 0.03% | 466 |
|
|
2018
Q4 | $301K | Sell |
5,793
-1,865
| -24% | -$96.9K | 0.02% | 710 |
|
|
2018
Q3 | $421K | Sell |
7,658
-454
| -6% | -$25K | 0.02% | 745 |
|
|
2018
Q2 | $448K | Sell |
8,112
-925
| -10% | -$51.1K | 0.02% | 699 |
|
|
2018
Q1 | $500K | Hold |
9,037
| – | – | 0.02% | 627 |
|
|
2017
Q4 | $500K | Sell |
9,037
-1,791
| -17% | -$99.1K | 0.02% | 625 |
|
|
2017
Q3 | $628K | Buy |
10,828
+1,405
| +15% | +$81.5K | 0.02% | 601 |
|
|
2017
Q2 | $510K | Buy |
9,423
+1,246
| +15% | +$67.4K | 0.02% | 671 |
|
|
2017
Q1 | $403K | Sell |
8,177
-3,287
| -29% | -$162K | 0.02% | 774 |
|
|
2016
Q4 | $467K | Sell |
11,464
-369
| -3% | -$15K | 0.02% | 643 |
|
|
2016
Q3 | $561K | Sell |
11,833
-342
| -3% | -$16.2K | 0.03% | 517 |
|
|
2016
Q2 | $583K | Buy |
12,175
+8,775
| +258% | +$420K | 0.03% | 498 |
|
|
2016
Q1 | $203K | Sell |
3,400
-3,967
| -54% | -$237K | 0.03% | 466 |
|
|
2015
Q4 | $318K | Buy |
+7,367
| New | +$318K | 0.02% | 633 |
|