J.W. Cole Advisors’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 | $1.07M | Buy |
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|
2025
Q1 | $973K | Buy |
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|
2024
Q4 | $715K | Buy |
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|
2024
Q3 | $736K | Buy |
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|
2024
Q2 | $604K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q4 | $215K | Buy |
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