Patriot Financial Group Insurance Agency’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
31,867
+6,057
| +23% | +$371K | 0.22% | 116 |
|
|
2025
Q1 | $1.54M | Buy |
25,810
+7,241
| +39% | +$431K | 0.21% | 120 |
|
|
2024
Q4 | $1.05M | Buy |
18,569
+2,189
| +13% | +$124K | 0.14% | 172 |
|
|
2024
Q3 | $1.06M | Buy |
16,380
+2,257
| +16% | +$147K | 0.14% | 170 |
|
|
2024
Q2 | $777K | Buy |
14,123
+1,220
| +9% | +$67.1K | 0.11% | 197 |
|
|
2024
Q1 | $648K | Buy |
12,903
+2,161
| +20% | +$108K | 0.1% | 220 |
|
|
2023
Q4 | $521K | Buy |
10,742
+2,666
| +33% | +$129K | 0.1% | 243 |
|
|
2023
Q3 | $399K | Buy |
8,076
+1,774
| +28% | +$87.6K | 0.08% | 279 |
|
|
2023
Q2 | $329K | Buy |
6,302
+2,095
| +50% | +$109K | 0.06% | 315 |
|
|
2023
Q1 | $218K | Buy |
+4,207
| New | +$218K | 0.04% | 399 |
|
|
2022
Q3 | – | Sell |
-1,750
| Closed | -$80K | – | 1853 |
|
|
2022
Q2 | $80K | Buy |
1,750
+87
| +5% | +$3.98K | 0.02% | 603 |
|
|
2022
Q1 | $76K | Buy |
1,663
+780
| +88% | +$35.6K | 0.01% | 663 |
|
|
2021
Q4 | $47K | Sell |
883
-806
| -48% | -$42.9K | 0.01% | 894 |
|
|
2021
Q3 | $92K | Buy |
1,689
+558
| +49% | +$30.4K | 0.02% | 680 |
|
|
2021
Q2 | $66K | Buy |
1,131
+97
| +9% | +$5.66K | 0.01% | 755 |
|
|
2021
Q1 | $58K | Sell |
1,034
-501
| -33% | -$28.1K | 0.01% | 724 |
|
|
2020
Q4 | $93K | Buy |
1,535
+894
| +139% | +$54.2K | 0.02% | 522 |
|
|
2020
Q3 | $40K | Buy |
641
+114
| +22% | +$7.11K | 0.01% | 591 |
|
|
2020
Q2 | $29K | Buy |
527
+17
| +3% | +$935 | 0.01% | 655 |
|
|
2020
Q1 | $26K | Buy |
510
+454
| +811% | +$23.1K | 0.01% | 599 |
|
|
2019
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 1069 |
|
|
2019
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q2 | $4K | Sell |
56
-125
| -69% | -$8.93K | ﹤0.01% | 1008 |
|
|
2019
Q1 | $10K | Hold |
181
| – | – | 0.01% | 713 |
|
|
2018
Q4 | $9K | Hold |
181
| – | – | 0.01% | 642 |
|
|
2018
Q3 | $10K | Buy |
181
+98
| +118% | +$5.41K | 0.01% | 637 |
|
|
2018
Q2 | $5K | Sell |
83
-42
| -34% | -$2.53K | 0.01% | 490 |
|
|
2018
Q1 | $7K | Buy |
125
+1
| +0.8% | +$56 | 0.01% | 668 |
|
|
2017
Q4 | $7K | Hold |
124
| – | – | 0.01% | 661 |
|
|
2017
Q3 | $7K | Sell |
124
-99
| -44% | -$5.59K | 0.01% | 641 |
|
|
2017
Q2 | $12K | Sell |
223
-120
| -35% | -$6.46K | 0.01% | 497 |
|
|
2017
Q1 | $17K | Sell |
343
-160
| -32% | -$7.93K | 0.02% | 401 |
|
|
2016
Q4 | $21K | Buy |
+503
| New | +$21K | 0.03% | 336 |
|