JFS Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $45.2K | Buy |
752
+16
| +2% | +$925 | ﹤0.01% | 566 |
|
|
2026
Q1 | $41.9K | Hold |
736
| – | – | ﹤0.01% | 559 |
|
|
2025
Q4 | $48.1K | Hold |
736
| – | – | ﹤0.01% | 529 |
|
|
2025
Q3 | $49.1K | Hold |
736
| – | – | ﹤0.01% | 510 |
|
|
2025
Q2 | $50.6K | Hold |
736
| – | – | ﹤0.01% | 464 |
|
|
2025
Q1 | $49.3K | Hold |
736
| – | – | ﹤0.01% | 475 |
|
|
2024
Q4 | $46.9K | Sell |
736
-114
| -13% | -$7.7K | ﹤0.01% | 473 |
|
|
2024
Q3 | $62.1K | Hold |
850
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $52.6K | Buy |
850
+40
| +5% | +$2.36K | ﹤0.01% | 406 |
|
|
2024
Q1 | $45.7K | Sell |
810
-1
| -0.1% | -$55 | ﹤0.01% | 443 |
|
|
2023
Q4 | $44.2K | Sell |
811
-6
| -0.7% | -$324 | ﹤0.01% | 427 |
|
|
2023
Q3 | $45.4K | Sell |
817
-5
| -0.6% | -$289 | ﹤0.01% | 389 |
|
|
2023
Q2 | $48.2K | Sell |
822
-58
| -7% | -$3.44K | ﹤0.01% | 372 |
|
|
2023
Q1 | $51.4K | Sell |
880
-146
| -14% | -$8.29K | ﹤0.01% | 373 |
|
|
2022
Q4 | $58.1K | Sell |
1,026
-986
| -49% | -$52.8K | 0.01% | 347 |
|
|
2022
Q3 | $99K | Sell |
2,012
-175
| -8% | -$9.14K | 0.01% | 283 |
|
|
2022
Q2 | $113K | Sell |
2,187
-169
| -7% | -$8.61K | 0.01% | 271 |
|
|
2022
Q1 | $121K | Buy |
2,356
+907
| +63% | +$50.5K | 0.01% | 271 |
|
|
2021
Q4 | $88K | Sell |
1,449
-669
| -32% | -$39.7K | 0.01% | 329 |
|
|
2021
Q3 | $129K | Buy |
2,118
+2,044
| +2,762% | +$130K | 0.01% | 273 |
|
|
2021
Q2 | $5K | Hold |
74
| – | – | ﹤0.01% | 501 |
|
|
2021
Q1 | $5K | Hold |
74
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $5K | Sell |
74
-155
| -68% | -$10.5K | ﹤0.01% | 476 |
|
|
2020
Q3 | $16K | Hold |
229
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $14K | Hold |
229
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $13K | Hold |
229
| – | – | ﹤0.01% | 322 |
|
|
2019
Q4 | $15K | Buy |
+229
| New | +$15.2K | ﹤0.01% | 345 |
|
|
2019
Q1 | – | Sell |
-168
| Closed | -$10K | – | 478 |
|
|
2018
Q4 | $10K | Sell |
168
-44
| -21% | -$2.65K | ﹤0.01% | 349 |
|
|
2018
Q3 | $13K | Sell |
212
-18
| -8% | -$1.14K | ﹤0.01% | 378 |
|
|
2018
Q2 | $14K | Buy |
+230
| New | +$14.3K | ﹤0.01% | 344 |
|
Other funds holding UL
HCM
CCMIC
ERP
RT
CIG
GHAM
MCP
NCM
SP
BCFS