Level Four Advisory 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
$792K Buy
12,944
+295
+2% +$18K 0.03% 427
2025
Q1
$753K Buy
12,649
+1,330
+12% +$79.2K 0.03% 415
2024
Q4
$642K Buy
11,319
+1,174
+12% +$66.6K 0.03% 445
2024
Q3
$618K Sell
10,145
-831
-8% -$50.6K 0.03% 459
2024
Q2
$604K Buy
10,976
+3,665
+50% +$202K 0.03% 444
2024
Q1
$354K Buy
7,311
+196
+3% +$9.5K 0.02% 563
2023
Q4
$345K Sell
7,115
-2,026
-22% -$98.2K 0.02% 566
2023
Q3
$452K Buy
+9,141
New +$452K 0.03% 472
2018
Q1
Sell
-16,133
Closed -$893K 556
2017
Q4
$893K Buy
16,133
+1,111
+7% +$61.5K 0.07% 254
2017
Q3
$871K Buy
15,022
+7,523
+100% +$436K 0.08% 244
2017
Q2
$368K Sell
7,499
-4,162
-36% -$204K 0.06% 315
2017
Q1
$574K Sell
11,661
-246
-2% -$12.1K 0.06% 296
2016
Q4
$485K Buy
+11,907
New +$485K 0.06% 279