Key Financial Inc’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.7K Hold
339
﹤0.01% 687
2025
Q1
$20.2K Hold
339
﹤0.01% 664
2024
Q4
$19.2K Buy
339
+49
+17% +$2.78K ﹤0.01% 664
2024
Q3
$18.8K Hold
290
﹤0.01% 662
2024
Q2
$15.9K Hold
290
﹤0.01% 675
2024
Q1
$14.6K Hold
290
﹤0.01% 668
2023
Q4
$14.1K Sell
290
-107
-27% -$5.19K ﹤0.01% 662
2023
Q3
$19.6K Hold
397
0.01% 571
2023
Q2
$20.7K Buy
397
+135
+52% +$7.04K 0.01% 568
2023
Q1
$13.6K Sell
262
-150
-36% -$7.79K 0.01% 612
2022
Q4
$18.1K Hold
412
0.01% 511
2022
Q3
$18K Hold
412
0.01% 519
2022
Q2
$19K Hold
412
0.01% 520
2022
Q1
$19K Hold
412
0.01% 518
2021
Q4
$22K Sell
412
-25
-6% -$1.34K 0.01% 475
2021
Q3
$24K Buy
437
+175
+67% +$9.61K 0.01% 438
2021
Q2
$15K Hold
262
0.01% 513
2021
Q1
$15K Hold
262
0.01% 439
2020
Q4
$16K Buy
+262
New +$16K 0.01% 404
2020
Q2
Sell
-134
Closed -$7K 594
2020
Q1
$7K Buy
+134
New +$7K 0.01% 473