OneDigital 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 | $1.21M | Sell |
19,758
-3,652
| -16% | -$223K | 0.01% | 575 |
|
|
2025
Q1 | $1.39M | Sell |
23,410
-5,741
| -20% | -$342K | 0.02% | 508 |
|
|
2024
Q4 | $1.65M | Buy |
29,151
+3,800
| +15% | +$215K | 0.02% | 470 |
|
|
2024
Q3 | $1.65M | Buy |
25,351
+1,713
| +7% | +$111K | 0.02% | 497 |
|
|
2024
Q2 | $1.3M | Buy |
+23,638
| New | +$1.3M | 0.02% | 532 |
|
|
2024
Q1 | – | Sell |
-7,906
| Closed | -$383K | – | 1158 |
|
|
2023
Q4 | $383K | Buy |
+7,906
| New | +$383K | 0.01% | 820 |
|
|
2019
Q3 | – | Sell |
-965
| Closed | -$60K | – | 1076 |
|
|
2019
Q2 | $60K | Hold |
965
| – | – | ﹤0.01% | 542 |
|
|
2019
Q1 | $56K | Hold |
965
| – | – | 0.01% | 478 |
|
|
2018
Q4 | $50K | Sell |
965
-260
| -21% | -$13.5K | 0.01% | 460 |
|
|
2018
Q3 | $67K | Buy |
1,225
+5
| +0.4% | +$273 | 0.02% | 344 |
|
|
2018
Q2 | $67K | Hold |
1,220
| – | – | 0.01% | 425 |
|
|
2018
Q1 | $67K | Hold |
1,220
| – | – | 0.01% | 446 |
|
|
2017
Q4 | $67K | Buy |
1,220
+150
| +14% | +$8.24K | 0.01% | 433 |
|
|
2017
Q3 | $62K | Sell |
1,070
-150
| -12% | -$8.69K | 0.02% | 333 |
|
|
2017
Q2 | $66K | Buy |
+1,220
| New | +$66K | 0.02% | 403 |
|