Independent Advisor Alliance’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $579K | Sell |
10,168
-1,028
| -9% | -$68.9K | 0.01% | 1050 |
|
|
2025
Q4 | $732K | Buy |
11,196
+3,028
| +37% | +$204K | 0.02% | 553 |
|
|
2025
Q3 | $545K | Buy |
8,168
+115
| +1% | +$7.94K | 0.01% | 595 |
|
|
2025
Q2 | $554K | Buy |
8,053
+1,148
| +17% | +$80.6K | 0.02% | 555 |
|
|
2025
Q1 | $463K | Buy |
6,905
+683
| +11% | +$44.1K | 0.02% | 543 |
|
|
2024
Q4 | $397K | Buy |
6,222
+682
| +12% | +$46.1K | 0.01% | 1025 |
|
|
2024
Q3 | $405K | Sell |
5,540
-796
| -13% | -$55K | 0.01% | 498 |
|
|
2024
Q2 | $392K | Buy |
6,336
+444
| +8% | +$26.2K | 0.01% | 509 |
|
|
2024
Q1 | $333K | Buy |
5,892
+85
| +1% | +$4.71K | 0.01% | 547 |
|
|
2023
Q4 | $317K | Buy |
5,807
+29
| +0.5% | +$1.56K | 0.01% | 539 |
|
|
2023
Q3 | $321K | Sell |
5,778
-313
| -5% | -$18.1K | 0.01% | 508 |
|
|
2023
Q2 | $357K | Sell |
6,091
-1,045
| -15% | -$62.1K | 0.02% | 495 |
|
|
2023
Q1 | $417K | Buy |
+7,136
| New | +$405K | 0.02% | 457 |
|
|
2022
Q4 | – | Sell |
-5,854
| Closed | -$289K | – | 626 |
|
|
2022
Q3 | $289K | Buy |
5,854
+92
| +2% | +$4.81K | 0.02% | 491 |
|
|
2022
Q2 | $297K | Sell |
5,762
-1,470
| -20% | -$74.9K | 0.02% | 485 |
|
|
2022
Q1 | $371K | Sell |
7,232
-290
| -4% | -$16.1K | 0.02% | 469 |
|
|
2021
Q4 | $455K | Sell |
7,522
-518
| -6% | -$30.8K | 0.02% | 415 |
|
|
2021
Q3 | $490K | Sell |
8,040
-80
| -1% | -$5.1K | 0.03% | 388 |
|
|
2021
Q2 | $534K | Buy |
8,120
+1,861
| +30% | +$124K | 0.03% | 379 |
|
|
2021
Q1 | $393K | Sell |
6,259
-589
| -9% | -$37.5K | 0.02% | 423 |
|
|
2020
Q4 | $465K | Buy |
6,848
+1,236
| +22% | +$83.9K | 0.03% | 355 |
|
|
2020
Q3 | $389K | Sell |
5,612
-1,083
| -16% | -$72.3K | 0.03% | 342 |
|
|
2020
Q2 | $413K | Buy |
6,695
+697
| +12% | +$41.6K | 0.04% | 306 |
|
|
2020
Q1 | $341K | Buy |
5,998
+768
| +15% | +$48.2K | 0.05% | 257 |
|
|
2019
Q4 | $336K | Buy |
5,230
+1,140
| +28% | +$75.7K | 0.01% | 650 |
|
|
2019
Q3 | $277K | Buy |
4,090
+4
| +0.1% | +$277 | 0.03% | 355 |
|
|
2019
Q2 | $285K | Buy |
+4,086
| New | +$277K | 0.04% | 310 |
|
|
2018
Q3 | – | Sell |
-3,971
| Closed | -$214K | – | 410 |
|
|
2018
Q2 | $214K | Sell |
3,971
-5,222
| -57% | -$324K | 0.05% | 311 |
|
|
2018
Q1 | $566K | Sell |
9,193
-8,912
| -49% | -$542K | 0.14% | 177 |
|
|
2017
Q4 | $1.13M | Buy |
18,105
+219
| +1% | +$13.9K | 0.26% | 98 |
|
|
2017
Q3 | $1.15M | Buy |
17,886
+460
| +3% | +$29.6K | 0.32% | 83 |
|
|
2017
Q2 | $1.06M | Sell |
17,426
-228
| -1% | -$13.6K | 0.34% | 86 |
|
|
2017
Q1 | $975K | Buy |
17,654
+308
| +2% | +$15.6K | 0.15% | 164 |
|
|
2016
Q4 | $819K | Buy |
+17,346
| New | +$808K | 0.35% | 83 |
|
Other funds holding UL
