JNBA Financial 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 | $22K | Hold |
359
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $21.4K | Sell |
359
-65
| -15% | -$3.87K | ﹤0.01% | 373 |
|
|
2024
Q4 | $24K | Hold |
424
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $27.5K | Sell |
424
-83
| -16% | -$5.39K | ﹤0.01% | 356 |
|
|
2024
Q2 | $27.9K | Hold |
507
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $25.4K | Hold |
507
| – | – | ﹤0.01% | 363 |
|
|
2023
Q4 | $24.6K | Hold |
507
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $25K | Hold |
507
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $26.4K | Buy |
507
+166
| +49% | +$8.65K | ﹤0.01% | 362 |
|
|
2023
Q1 | $17.7K | Buy |
341
+276
| +425% | +$14.3K | ﹤0.01% | 407 |
|
|
2022
Q4 | $3.27K | Hold |
65
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 608 |
|
|
2021
Q4 | $3K | Sell |
65
-79
| -55% | -$3.65K | ﹤0.01% | 714 |
|
|
2021
Q3 | $8K | Sell |
144
-100
| -41% | -$5.56K | ﹤0.01% | 546 |
|
|
2021
Q2 | $14K | Hold |
244
| – | – | ﹤0.01% | 450 |
|
|
2021
Q1 | $14K | Sell |
244
-47
| -16% | -$2.7K | ﹤0.01% | 433 |
|
|
2020
Q4 | $18K | Buy |
+291
| New | +$18K | ﹤0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-827
| Closed | -$45K | – | 725 |
|
|
2018
Q3 | $45K | Buy |
+827
| New | +$45K | 0.02% | 234 |
|
|
2016
Q4 | – | Sell |
-2,448
| Closed | -$116K | – | 1300 |
|
|
2016
Q3 | $116K | Buy |
+2,448
| New | +$116K | 0.02% | 323 |
|
|
2016
Q2 | – | Sell |
-16
| Closed | -$1K | – | 549 |
|
|
2016
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 522 |
|
|
2014
Q4 | – | Sell |
-53
| Closed | -$2K | – | 589 |
|
|
2014
Q3 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 538 |
|