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 |
|