Intrua Financial’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
$299K Sell
5,253
-655
-11% -$43.9K 0.03% 367
2025
Q4
$386K Buy
5,908
+698
+13% +$46.9K 0.04% 307
2025
Q3
$347K Buy
5,210
+1,127
+28% +$77.8K 0.04% 320
2025
Q2
$281K Sell
4,083
-260
-6% -$18.2K 0.04% 297
2025
Q1
$291K Buy
4,343
+11
+0.3% +$710 0.05% 286
2024
Q4
$276K Sell
4,332
-81
-2% -$5.47K 0.04% 286
2024
Q3
$323K Sell
4,413
-859
-16% -$59.4K 0.05% 291
2024
Q2
$326K Sell
5,272
-3,017
-36% -$178K 0.05% 292
2024
Q1
$468K Sell
8,289
-239
-3% -$13.2K 0.07% 249
2023
Q4
$465K Sell
8,528
-517
-6% -$27.9K 0.07% 238
2023
Q3
$503K Buy
9,045
+326
+4% +$18.8K 0.09% 191
2023
Q2
$511K Buy
8,719
+951
+12% +$56.5K 0.09% 197
2023
Q1
$474K Buy
7,768
+2,012
+35% +$114K 0.1% 189
2022
Q4
$326K Sell
5,756
-6,114
-52% -$327K 0.08% 243
2022
Q3
$585K Sell
11,870
-293
-2% -$15.3K 0.16% 144
2022
Q2
$627K Buy
12,163
+738
+6% +$37.6K 0.13% 165
2022
Q1
$586K Buy
11,425
+4,134
+57% +$230K 0.1% 201
2021
Q4
$441K Buy
7,291
+755
+12% +$44.8K 0.08% 240
2021
Q3
$394K Buy
6,536
+1,928
+42% +$123K 0.07% 250
2021
Q2
$297K Sell
4,608
-1,942
-30% -$129K 0.07% 228
2021
Q1
$416K Sell
6,550
-1,788
-21% -$114K 0.11% 181
2020
Q4
$566K Buy
8,338
+1,860
+29% +$126K 0.25% 82
2020
Q3
$457K Buy
6,478
+234
+4% +$15.6K 0.22% 99
2020
Q2
$421K Buy
+6,244
New +$373K 0.16% 132

Other funds holding UL