Jones Financial Companies’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
59,355
+11,375
| +24% | +$693K | ﹤0.01% | 583 |
|
|
2025
Q1 | $2.84M | Buy |
47,980
+9,709
| +25% | +$575K | ﹤0.01% | 559 |
|
|
2024
Q4 | $2.17M | Buy |
38,271
+11,620
| +44% | +$659K | ﹤0.01% | 538 |
|
|
2024
Q3 | $1.74M | Buy |
26,651
+15,421
| +137% | +$1.01M | ﹤0.01% | 484 |
|
|
2024
Q2 | $618K | Buy |
11,230
+10,507
| +1,453% | +$578K | ﹤0.01% | 507 |
|
|
2024
Q1 | $36.3K | Sell |
723
-495
| -41% | -$24.9K | ﹤0.01% | 790 |
|
|
2023
Q4 | $59K | Buy |
1,218
+666
| +121% | +$32.3K | ﹤0.01% | 449 |
|
|
2023
Q3 | $27.3K | Buy |
552
+291
| +111% | +$14.4K | ﹤0.01% | 405 |
|
|
2023
Q2 | $13.6K | Sell |
261
-100
| -28% | -$5.21K | ﹤0.01% | 451 |
|
|
2023
Q1 | $18.7K | Buy |
361
+318
| +740% | +$16.5K | ﹤0.01% | 426 |
|
|
2022
Q4 | $2K | Sell |
43
-133
| -76% | -$6.19K | ﹤0.01% | 620 |
|
|
2022
Q3 | $8K | Sell |
176
-561
| -76% | -$25.5K | ﹤0.01% | 450 |
|
|
2022
Q2 | $34K | Buy |
737
+641
| +668% | +$29.6K | ﹤0.01% | 358 |
|
|
2022
Q1 | $4K | Sell |
96
-665
| -87% | -$27.7K | ﹤0.01% | 612 |
|
|
2021
Q4 | $41K | Buy |
761
+129
| +20% | +$6.95K | ﹤0.01% | 387 |
|
|
2021
Q3 | $34K | Hold |
632
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $37K | Buy |
632
+84
| +15% | +$4.92K | ﹤0.01% | 340 |
|
|
2021
Q1 | $31K | Buy |
548
+256
| +88% | +$14.5K | ﹤0.01% | 413 |
|
|
2020
Q4 | $18K | Buy |
+292
| New | +$18K | ﹤0.01% | 380 |
|
|
2013
Q4 | – | Sell |
-178
| Closed | -$7K | – | 529 |
|
|
2013
Q3 | $7K | Sell |
178
-22
| -11% | -$865 | ﹤0.01% | 552 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 624 |
|