JFS Wealth 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 | $50.6K | Hold |
828
| – | – | ﹤0.01% | 464 |
|
|
2025
Q1 | $49.3K | Hold |
828
| – | – | ﹤0.01% | 475 |
|
|
2024
Q4 | $46.9K | Sell |
828
-128
| -13% | -$7.26K | ﹤0.01% | 473 |
|
|
2024
Q3 | $62.1K | Hold |
956
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $52.6K | Buy |
956
+45
| +5% | +$2.48K | ﹤0.01% | 406 |
|
|
2024
Q1 | $45.7K | Sell |
911
-1
| -0.1% | -$50 | ﹤0.01% | 443 |
|
|
2023
Q4 | $44.2K | Sell |
912
-7
| -0.8% | -$339 | ﹤0.01% | 427 |
|
|
2023
Q3 | $45.4K | Sell |
919
-6
| -0.6% | -$296 | ﹤0.01% | 389 |
|
|
2023
Q2 | $48.2K | Sell |
925
-65
| -7% | -$3.39K | ﹤0.01% | 372 |
|
|
2023
Q1 | $51.4K | Sell |
990
-164
| -14% | -$8.52K | ﹤0.01% | 373 |
|
|
2022
Q4 | $58.1K | Sell |
1,154
-1,110
| -49% | -$55.9K | 0.01% | 347 |
|
|
2022
Q3 | $99K | Sell |
2,264
-196
| -8% | -$8.57K | 0.01% | 283 |
|
|
2022
Q2 | $113K | Sell |
2,460
-190
| -7% | -$8.73K | 0.01% | 271 |
|
|
2022
Q1 | $121K | Buy |
2,650
+1,020
| +63% | +$46.6K | 0.01% | 271 |
|
|
2021
Q4 | $88K | Sell |
1,630
-753
| -32% | -$40.7K | 0.01% | 329 |
|
|
2021
Q3 | $129K | Buy |
2,383
+2,300
| +2,771% | +$125K | 0.01% | 273 |
|
|
2021
Q2 | $5K | Hold |
83
| – | – | ﹤0.01% | 501 |
|
|
2021
Q1 | $5K | Hold |
83
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $5K | Sell |
83
-175
| -68% | -$10.5K | ﹤0.01% | 475 |
|
|
2020
Q3 | $16K | Hold |
258
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $14K | Hold |
258
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $13K | Hold |
258
| – | – | ﹤0.01% | 322 |
|
|
2019
Q4 | $15K | Buy |
+258
| New | +$15K | ﹤0.01% | 345 |
|
|
2019
Q1 | – | Sell |
-189
| Closed | -$10K | – | 478 |
|
|
2018
Q4 | $10K | Sell |
189
-50
| -21% | -$2.65K | ﹤0.01% | 349 |
|
|
2018
Q3 | $13K | Sell |
239
-20
| -8% | -$1.09K | ﹤0.01% | 378 |
|
|
2018
Q2 | $14K | Buy |
+259
| New | +$14K | ﹤0.01% | 344 |
|