IAA
Independent Advisor Alliance’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
9,060
+1,292
| +17% | +$79K | 0.02% | 555 |
|
|
2025
Q1 | $463K | Buy |
7,768
+768
| +11% | +$45.7K | 0.02% | 543 |
|
|
2024
Q4 | $397K | Buy |
7,000
+767
| +12% | +$43.5K | 0.01% | 1025 |
|
|
2024
Q3 | $405K | Sell |
6,233
-895
| -13% | -$58.1K | 0.01% | 498 |
|
|
2024
Q2 | $392K | Buy |
7,128
+499
| +8% | +$27.4K | 0.01% | 509 |
|
|
2024
Q1 | $333K | Buy |
6,629
+96
| +1% | +$4.82K | 0.01% | 547 |
|
|
2023
Q4 | $317K | Buy |
6,533
+33
| +0.5% | +$1.6K | 0.01% | 539 |
|
|
2023
Q3 | $321K | Sell |
6,500
-352
| -5% | -$17.4K | 0.01% | 508 |
|
|
2023
Q2 | $357K | Sell |
6,852
-1,176
| -15% | -$61.3K | 0.02% | 495 |
|
|
2023
Q1 | $417K | Buy |
+8,028
| New | +$417K | 0.02% | 457 |
|
|
2022
Q4 | – | Sell |
-6,586
| Closed | -$289K | – | 625 |
|
|
2022
Q3 | $289K | Buy |
6,586
+104
| +2% | +$4.56K | 0.02% | 491 |
|
|
2022
Q2 | $297K | Sell |
6,482
-1,654
| -20% | -$75.8K | 0.02% | 485 |
|
|
2022
Q1 | $371K | Sell |
8,136
-326
| -4% | -$14.9K | 0.02% | 469 |
|
|
2021
Q4 | $455K | Sell |
8,462
-583
| -6% | -$31.3K | 0.02% | 414 |
|
|
2021
Q3 | $490K | Sell |
9,045
-90
| -1% | -$4.88K | 0.03% | 388 |
|
|
2021
Q2 | $534K | Buy |
9,135
+2,094
| +30% | +$122K | 0.03% | 379 |
|
|
2021
Q1 | $393K | Sell |
7,041
-663
| -9% | -$37K | 0.02% | 423 |
|
|
2020
Q4 | $465K | Buy |
7,704
+1,391
| +22% | +$84K | 0.03% | 354 |
|
|
2020
Q3 | $389K | Sell |
6,313
-1,219
| -16% | -$75.1K | 0.03% | 342 |
|
|
2020
Q2 | $413K | Buy |
7,532
+784
| +12% | +$43K | 0.04% | 306 |
|
|
2020
Q1 | $341K | Buy |
6,748
+864
| +15% | +$43.7K | 0.05% | 257 |
|
|
2019
Q4 | $336K | Buy |
5,884
+1,283
| +28% | +$73.3K | 0.01% | 650 |
|
|
2019
Q3 | $277K | Buy |
4,601
+4
| +0.1% | +$241 | 0.03% | 355 |
|
|
2019
Q2 | $285K | Buy |
+4,597
| New | +$285K | 0.04% | 310 |
|
|
2018
Q3 | – | Sell |
-4,467
| Closed | -$214K | – | 395 |
|
|
2018
Q2 | $214K | Sell |
4,467
-5,875
| -57% | -$281K | 0.04% | 303 |
|
|
2018
Q1 | $566K | Sell |
10,342
-10,026
| -49% | -$549K | 0.13% | 174 |
|
|
2017
Q4 | $1.13M | Buy |
20,368
+246
| +1% | +$13.7K | 0.25% | 97 |
|
|
2017
Q3 | $1.15M | Buy |
20,122
+518
| +3% | +$29.6K | 0.32% | 83 |
|
|
2017
Q2 | $1.06M | Sell |
19,604
-257
| -1% | -$13.9K | 0.34% | 86 |
|
|
2017
Q1 | $975K | Buy |
19,861
+347
| +2% | +$17K | 0.15% | 164 |
|
|
2016
Q4 | $819K | Buy |
+19,514
| New | +$819K | 0.35% | 83 |
|