Keystone Financial Services (Colorado)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Buy |
15,213
+2,522
| +20% | +$154K | 0.32% | 38 |
|
|
2025
Q1 | $756K | Buy |
12,691
+517
| +4% | +$30.8K | 0.29% | 48 |
|
|
2024
Q4 | $690K | Buy |
12,174
+652
| +6% | +$37K | 0.26% | 42 |
|
|
2024
Q3 | $748K | Buy |
11,522
+826
| +8% | +$53.7K | 0.29% | 40 |
|
|
2024
Q2 | $588K | Buy |
10,696
+857
| +9% | +$47.1K | 0.24% | 49 |
|
|
2024
Q1 | $494K | Sell |
9,839
-35
| -0.4% | -$1.76K | 0.22% | 55 |
|
|
2023
Q4 | $479K | Buy |
9,874
+301
| +3% | +$14.6K | 0.23% | 51 |
|
|
2023
Q3 | $473K | Buy |
9,573
+47
| +0.5% | +$2.32K | 0.25% | 46 |
|
|
2023
Q2 | $497K | Buy |
9,526
+15
| +0.2% | +$782 | 0.25% | 42 |
|
|
2023
Q1 | $494K | Sell |
9,511
-91
| -0.9% | -$4.73K | 0.26% | 43 |
|
|
2022
Q4 | $491K | Buy |
9,602
+195
| +2% | +$9.97K | 0.26% | 46 |
|
|
2022
Q3 | $421K | Sell |
9,407
-112
| -1% | -$5.01K | 0.24% | 50 |
|
|
2022
Q2 | $461K | Buy |
9,519
+521
| +6% | +$25.2K | 0.25% | 47 |
|
|
2022
Q1 | $404K | Sell |
8,998
-93
| -1% | -$4.18K | 0.23% | 50 |
|
|
2021
Q4 | $489K | Buy |
+9,091
| New | +$489K | 0.25% | 43 |
|