Mayflower 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 | $266K | Buy |
4,349
+152
| +4% | +$9.3K | 0.04% | 333 |
|
|
2025
Q1 | $250K | Sell |
4,197
-94
| -2% | -$5.6K | 0.04% | 338 |
|
|
2024
Q4 | $243K | Sell |
4,291
-63
| -1% | -$3.57K | 0.04% | 336 |
|
|
2024
Q3 | $283K | Buy |
4,354
+161
| +4% | +$10.5K | 0.04% | 298 |
|
|
2024
Q2 | $231K | Buy |
4,193
+167
| +4% | +$9.18K | 0.04% | 318 |
|
|
2024
Q1 | $202K | Buy |
+4,026
| New | +$202K | 0.03% | 342 |
|
|
2023
Q4 | – | Sell |
-5,196
| Closed | -$257K | – | 360 |
|
|
2023
Q3 | $257K | Buy |
5,196
+226
| +5% | +$11.2K | 0.04% | 273 |
|
|
2023
Q2 | $259K | Sell |
4,970
-9
| -0.2% | -$469 | 0.03% | 298 |
|
|
2023
Q1 | $259K | Buy |
4,979
+146
| +3% | +$7.58K | 0.03% | 289 |
|
|
2022
Q4 | $243K | Sell |
4,833
-119
| -2% | -$5.99K | 0.03% | 294 |
|
|
2022
Q3 | $217K | Buy |
4,952
+39
| +0.8% | +$1.71K | 0.04% | 295 |
|
|
2022
Q2 | $225K | Buy |
4,913
+37
| +0.8% | +$1.69K | 0.03% | 294 |
|
|
2022
Q1 | $222K | Buy |
4,876
+99
| +2% | +$4.51K | 0.03% | 317 |
|
|
2021
Q4 | $257K | Hold |
4,777
| – | – | 0.03% | 291 |
|
|
2021
Q3 | $251K | Sell |
4,777
-272
| -5% | -$14.3K | 0.03% | 283 |
|
|
2021
Q2 | $295K | Sell |
5,049
-444
| -8% | -$25.9K | 0.04% | 247 |
|
|
2021
Q1 | $307K | Buy |
5,493
+327
| +6% | +$18.3K | 0.05% | 227 |
|
|
2020
Q4 | $312K | Buy |
+5,166
| New | +$312K | 0.05% | 202 |
|