Intrua Financial’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
4,593
-293
-6% -$17.9K 0.04% 296
2025
Q1
$291K Buy
4,886
+13
+0.3% +$774 0.04% 283
2024
Q4
$276K Sell
4,873
-92
-2% -$5.22K 0.04% 284
2024
Q3
$323K Sell
4,965
-966
-16% -$62.7K 0.05% 290
2024
Q2
$326K Sell
5,931
-3,394
-36% -$187K 0.05% 291
2024
Q1
$468K Sell
9,325
-269
-3% -$13.5K 0.07% 248
2023
Q4
$465K Sell
9,594
-582
-6% -$28.2K 0.07% 237
2023
Q3
$503K Buy
10,176
+367
+4% +$18.1K 0.09% 190
2023
Q2
$511K Buy
9,809
+1,070
+12% +$55.8K 0.09% 196
2023
Q1
$474K Buy
8,739
+2,264
+35% +$123K 0.1% 188
2022
Q4
$326K Sell
6,475
-6,879
-52% -$346K 0.08% 242
2022
Q3
$585K Sell
13,354
-329
-2% -$14.4K 0.16% 143
2022
Q2
$627K Buy
13,683
+830
+6% +$38K 0.13% 165
2022
Q1
$586K Buy
12,853
+4,651
+57% +$212K 0.1% 201
2021
Q4
$441K Buy
8,202
+849
+12% +$45.6K 0.08% 238
2021
Q3
$394K Buy
7,353
+2,169
+42% +$116K 0.07% 250
2021
Q2
$297K Sell
5,184
-2,185
-30% -$125K 0.07% 228
2021
Q1
$416K Sell
7,369
-2,011
-21% -$114K 0.11% 181
2020
Q4
$566K Buy
9,380
+2,092
+29% +$126K 0.25% 82
2020
Q3
$457K Buy
7,288
+264
+4% +$16.6K 0.22% 99
2020
Q2
$421K Buy
+7,024
New +$421K 0.16% 132