Legacy Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,306
| Closed | -$971K | – | 413 |
|
|
2025
Q1 | $971K | Buy |
16,306
+124
| +0.8% | +$7.38K | 0.16% | 108 |
|
|
2024
Q4 | $918K | Buy |
16,182
+315
| +2% | +$17.9K | 0.15% | 109 |
|
|
2024
Q3 | $1.03M | Sell |
15,867
-635
| -4% | -$41.2K | 0.17% | 95 |
|
|
2024
Q2 | $907K | Buy |
16,502
+843
| +5% | +$46.4K | 0.16% | 104 |
|
|
2024
Q1 | $786K | Buy |
15,659
+3,494
| +29% | +$175K | 0.14% | 118 |
|
|
2023
Q4 | $590K | Sell |
12,165
-3,237
| -21% | -$157K | 0.11% | 143 |
|
|
2023
Q3 | $761K | Buy |
15,402
+2,868
| +23% | +$142K | 0.15% | 88 |
|
|
2023
Q2 | $653K | Buy |
12,534
+2,032
| +19% | +$106K | 0.12% | 96 |
|
|
2023
Q1 | $545K | Buy |
10,502
+1,112
| +12% | +$57.7K | 0.11% | 114 |
|
|
2022
Q4 | $473K | Buy |
9,390
+936
| +11% | +$47.1K | 0.1% | 118 |
|
|
2022
Q3 | $371K | Buy |
8,454
+1,341
| +19% | +$58.8K | 0.09% | 131 |
|
|
2022
Q2 | $326K | Buy |
+7,113
| New | +$326K | 0.08% | 138 |
|
|
2022
Q1 | – | Sell |
-5,299
| Closed | -$285K | – | 251 |
|
|
2021
Q4 | $285K | Buy |
5,299
+1,269
| +31% | +$68.3K | 0.07% | 145 |
|
|
2021
Q3 | $218K | Sell |
4,030
-34
| -0.8% | -$1.84K | 0.05% | 168 |
|
|
2021
Q2 | $238K | Buy |
+4,064
| New | +$238K | 0.06% | 149 |
|
|
2021
Q1 | – | Sell |
-3,529
| Closed | -$213K | – | 168 |
|
|
2020
Q4 | $213K | Buy |
+3,529
| New | +$213K | 0.06% | 139 |
|
|
2019
Q2 | – | Sell |
-175
| Closed | -$10K | – | 862 |
|
|
2019
Q1 | $10K | Sell |
175
-244
| -58% | -$13.9K | ﹤0.01% | 618 |
|
|
2018
Q4 | $22K | Buy |
419
+273
| +187% | +$14.3K | 0.01% | 395 |
|
|
2018
Q3 | $8K | Buy |
146
+78
| +115% | +$4.27K | ﹤0.01% | 593 |
|
|
2018
Q2 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 750 |
|
|
2018
Q1 | – | Sell |
-190
| Closed | -$10K | – | 910 |
|
|
2017
Q4 | $10K | Buy |
+190
| New | +$10K | ﹤0.01% | 486 |
|