Mount Yale Investment 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 | $1.96M | Buy |
31,992
+433
| +1% | +$26.5K | 0.15% | 130 |
|
|
2025
Q1 | $1.88M | Buy |
31,559
+5,425
| +21% | +$323K | 0.16% | 125 |
|
|
2024
Q4 | $1.48M | Sell |
26,134
-117
| -0.4% | -$6.63K | 0.12% | 151 |
|
|
2024
Q3 | $1.71M | Sell |
26,251
-1,191
| -4% | -$77.4K | 0.16% | 136 |
|
|
2024
Q2 | $1.51M | Sell |
27,442
-816
| -3% | -$44.9K | 0.12% | 164 |
|
|
2024
Q1 | $1.42M | Buy |
28,258
+460
| +2% | +$23.1K | 0.11% | 173 |
|
|
2023
Q4 | $1.35M | Buy |
27,798
+723
| +3% | +$35.1K | 0.13% | 165 |
|
|
2023
Q3 | $1.34M | Buy |
27,075
+661
| +3% | +$32.7K | 0.15% | 148 |
|
|
2023
Q2 | $1.38M | Sell |
26,414
-725
| -3% | -$37.8K | 0.15% | 147 |
|
|
2023
Q1 | $1.41M | Buy |
27,139
+1,181
| +5% | +$61.3K | 0.16% | 136 |
|
|
2022
Q4 | $1.31M | Buy |
25,958
+457
| +2% | +$23K | 0.15% | 145 |
|
|
2022
Q3 | $1.12M | Buy |
25,501
+6,557
| +35% | +$287K | 0.15% | 151 |
|
|
2022
Q2 | $868K | Buy |
18,944
+3,556
| +23% | +$163K | 0.11% | 187 |
|
|
2022
Q1 | $701K | Buy |
15,388
+3,158
| +26% | +$144K | 0.08% | 251 |
|
|
2021
Q4 | $658K | Buy |
12,230
+950
| +8% | +$51.1K | 0.07% | 254 |
|
|
2021
Q3 | $612K | Buy |
+11,280
| New | +$612K | 0.07% | 251 |
|
|
2020
Q1 | – | Sell |
-5,899
| Closed | -$353K | – | 333 |
|
|
2019
Q4 | $353K | Buy |
+5,899
| New | +$353K | 0.06% | 257 |
|
|
2019
Q2 | – | Sell |
-9,272
| Closed | -$535K | – | 329 |
|
|
2019
Q1 | $535K | Buy |
+9,272
| New | +$535K | 0.1% | 163 |
|
|
2018
Q4 | – | Sell |
-1,614
| Closed | -$87K | – | 761 |
|
|
2018
Q3 | $87K | Buy |
1,614
+502
| +45% | +$27.1K | 0.02% | 487 |
|
|
2018
Q2 | $61K | Buy |
1,112
+247
| +29% | +$13.5K | 0.01% | 594 |
|
|
2018
Q1 | $48K | Buy |
+865
| New | +$48K | 0.01% | 622 |
|