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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $333K | Buy |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $465K | Buy |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $413K | Buy |
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|
2020
Q1 | $341K | Buy |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $277K | Buy |
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|
2019
Q2 | $285K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $566K | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $975K | Buy |
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|
2016
Q4 | $819K | Buy |
|