Kestra Private Wealth 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 | $1.18M | Sell |
19,299
-553
| -3% | -$33.8K | 0.02% | 674 |
|
|
2025
Q1 | $1.18M | Buy |
19,852
+195
| +1% | +$11.6K | 0.02% | 617 |
|
|
2024
Q4 | $1.11M | Buy |
19,657
+2,887
| +17% | +$164K | 0.02% | 606 |
|
|
2024
Q3 | $1.09M | Sell |
16,770
-18,016
| -52% | -$1.17M | 0.02% | 591 |
|
|
2024
Q2 | $1.91M | Sell |
34,786
-14,441
| -29% | -$794K | 0.04% | 407 |
|
|
2024
Q1 | $2.47M | Buy |
49,227
+796
| +2% | +$40K | 0.06% | 321 |
|
|
2023
Q4 | $2.35M | Buy |
48,431
+17,563
| +57% | +$851K | 0.06% | 317 |
|
|
2023
Q3 | $1.52M | Buy |
30,868
+792
| +3% | +$39.1K | 0.05% | 366 |
|
|
2023
Q2 | $1.57M | Buy |
30,076
+1,241
| +4% | +$64.7K | 0.05% | 346 |
|
|
2023
Q1 | $1.5M | Buy |
28,835
+6,519
| +29% | +$339K | 0.06% | 328 |
|
|
2022
Q4 | $1.12M | Sell |
22,316
-9,107
| -29% | -$459K | 0.06% | 347 |
|
|
2022
Q3 | $1.38M | Sell |
31,423
-1,303
| -4% | -$57.1K | 0.08% | 272 |
|
|
2022
Q2 | $1.5M | Buy |
32,726
+1,864
| +6% | +$85.4K | 0.09% | 272 |
|
|
2022
Q1 | $1.41M | Buy |
30,862
+81
| +0.3% | +$3.69K | 0.07% | 298 |
|
|
2021
Q4 | $1.66M | Sell |
30,781
-626
| -2% | -$33.7K | 0.08% | 270 |
|
|
2021
Q3 | $1.7M | Sell |
31,407
-1,509
| -5% | -$81.8K | 0.1% | 236 |
|
|
2021
Q2 | $1.93M | Buy |
32,916
+2,063
| +7% | +$121K | 0.12% | 197 |
|
|
2021
Q1 | $1.72M | Buy |
30,853
+6,516
| +27% | +$364K | 0.12% | 191 |
|
|
2020
Q4 | $1.48M | Buy |
24,337
+16,301
| +203% | +$993K | 0.11% | 201 |
|
|
2020
Q3 | $496K | Buy |
+8,036
| New | +$496K | 0.04% | 382 |
|