J.W. Cole Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
17,501
+1,163
| +7% | +$71.1K | 0.02% | 641 |
|
|
2025
Q1 | $973K | Buy |
16,338
+3,728
| +30% | +$222K | 0.03% | 550 |
|
|
2024
Q4 | $715K | Buy |
12,610
+1,286
| +11% | +$72.9K | 0.03% | 514 |
|
|
2024
Q3 | $736K | Buy |
11,324
+334
| +3% | +$21.7K | 0.03% | 472 |
|
|
2024
Q2 | $604K | Buy |
+10,990
| New | +$604K | 0.03% | 478 |
|
|
2023
Q2 | – | Sell |
-5,402
| Closed | -$281K | – | 819 |
|
|
2023
Q1 | $281K | Buy |
5,402
+435
| +9% | +$22.6K | 0.02% | 624 |
|
|
2022
Q4 | $250K | Buy |
+4,967
| New | +$250K | 0.02% | 623 |
|
|
2022
Q1 | – | Sell |
-4,420
| Closed | -$238K | – | 870 |
|
|
2021
Q4 | $238K | Sell |
4,420
-41
| -0.9% | -$2.21K | 0.02% | 734 |
|
|
2021
Q3 | $242K | Buy |
4,461
+1,028
| +30% | +$55.8K | 0.02% | 401 |
|
|
2021
Q2 | $201K | Sell |
3,433
-222
| -6% | -$13K | 0.02% | 703 |
|
|
2021
Q1 | $204K | Buy |
3,655
+100
| +3% | +$5.58K | 0.02% | 623 |
|
|
2020
Q4 | $215K | Buy |
+3,555
| New | +$215K | 0.02% | 573 |
|