Kestra Advisory Services’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.61M Buy
75,309
+3,676
+5% +$225K 0.02% 676
2025
Q1
$4.27M Sell
71,633
-4,084
-5% -$243K 0.02% 642
2024
Q4
$4.29M Sell
75,717
-163,349
-68% -$9.26M 0.02% 635
2024
Q3
$15.5M Sell
239,066
-1,434
-0.6% -$93.2K 0.09% 249
2024
Q2
$13.1M Buy
240,500
+169,015
+236% +$9.19M 0.07% 289
2024
Q1
$3.59M Sell
71,485
-9,272
-11% -$465K 0.02% 640
2023
Q4
$3.92M Sell
80,757
-2,734
-3% -$133K 0.03% 536
2023
Q3
$4.12M Buy
83,491
+17,329
+26% +$856K 0.04% 447
2023
Q2
$3.45M Sell
66,162
-5,641
-8% -$294K 0.03% 497
2023
Q1
$3.73M Sell
71,803
-36,331
-34% -$1.89M 0.04% 440
2022
Q4
$5.44M Buy
108,134
+23,505
+28% +$1.18M 0.05% 405
2022
Q3
$3.71M Sell
84,629
-10,817
-11% -$474K 0.04% 457
2022
Q2
$4.37M Buy
95,446
+29,005
+44% +$1.33M 0.05% 396
2022
Q1
$3.03M Buy
66,441
+551
+0.8% +$25.1K 0.03% 533
2021
Q4
$3.54M Sell
65,890
-18,873
-22% -$1.02M 0.04% 475
2021
Q3
$4.6M Buy
84,763
+20,029
+31% +$1.09M 0.05% 414
2021
Q2
$3.79M Sell
64,734
-246
-0.4% -$14.4K 0.04% 437
2021
Q1
$3.63M Sell
64,980
-5,456
-8% -$305K 0.05% 403
2020
Q4
$4.29M Buy
70,436
+51,348
+269% +$3.13M 0.05% 370
2020
Q3
$1.18M Buy
+19,088
New +$1.18M 0.02% 573