Physicians Financial 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 | $621K | Sell |
10,148
-100
| -1% | -$6.12K | 0.19% | 78 |
|
|
2025
Q1 | $610K | Sell |
10,248
-249
| -2% | -$14.8K | 0.19% | 74 |
|
|
2024
Q4 | $595K | Sell |
10,497
-226
| -2% | -$12.8K | 0.18% | 77 |
|
|
2024
Q3 | $697K | Buy |
10,723
+100
| +0.9% | +$6.5K | 0.22% | 71 |
|
|
2024
Q2 | $584K | Buy |
10,623
+60
| +0.6% | +$3.3K | 0.19% | 78 |
|
|
2024
Q1 | $530K | Hold |
10,563
| – | – | 0.19% | 81 |
|
|
2023
Q4 | $512K | Sell |
10,563
-438
| -4% | -$21.2K | 0.19% | 82 |
|
|
2023
Q3 | $543K | Hold |
11,001
| – | – | 0.22% | 75 |
|
|
2023
Q2 | $573K | Hold |
11,001
| – | – | 0.23% | 75 |
|
|
2023
Q1 | $571K | Hold |
11,001
| – | – | 0.24% | 72 |
|
|
2022
Q4 | $554K | Hold |
11,001
| – | – | 0.25% | 73 |
|
|
2022
Q3 | $482K | Sell |
11,001
-57
| -0.5% | -$2.5K | 0.23% | 75 |
|
|
2022
Q2 | $507K | Sell |
11,058
-143
| -1% | -$6.56K | 0.23% | 78 |
|
|
2022
Q1 | $510K | Sell |
11,201
-100
| -0.9% | -$4.55K | 0.19% | 81 |
|
|
2021
Q4 | $608K | Sell |
11,301
-334
| -3% | -$18K | 0.22% | 76 |
|
|
2021
Q3 | $631K | Hold |
11,635
| – | – | 0.26% | 72 |
|
|
2021
Q2 | $681K | Sell |
11,635
-844
| -7% | -$49.4K | 0.28% | 69 |
|
|
2021
Q1 | $697K | Buy |
12,479
+630
| +5% | +$35.2K | 0.3% | 68 |
|
|
2020
Q4 | $715K | Buy |
11,849
+2,712
| +30% | +$164K | 0.35% | 64 |
|
|
2020
Q3 | $564K | Buy |
9,137
+82
| +0.9% | +$5.06K | 0.28% | 70 |
|
|
2020
Q2 | $497K | Sell |
9,055
-97
| -1% | -$5.32K | 0.27% | 70 |
|
|
2020
Q1 | $463K | Sell |
9,152
-3,800
| -29% | -$192K | 0.32% | 68 |
|
|
2019
Q4 | $740K | Buy |
12,952
+1
| +0% | +$57 | 0.4% | 64 |
|
|
2019
Q3 | $778K | Sell |
12,951
-199
| -2% | -$12K | 0.44% | 61 |
|
|
2019
Q2 | $815K | Buy |
13,150
+99
| +0.8% | +$6.14K | 0.48% | 61 |
|
|
2019
Q1 | $753K | Hold |
13,051
| – | – | 0.47% | 60 |
|
|
2018
Q4 | $682K | Buy |
13,051
+3,351
| +35% | +$175K | 0.5% | 58 |
|
|
2018
Q3 | $534K | Hold |
9,700
| – | – | 0.37% | 70 |
|
|
2018
Q2 | $536K | Hold |
9,700
| – | – | 0.4% | 68 |
|
|
2018
Q1 | $534K | Sell |
9,700
-2,300
| -19% | -$127K | 0.42% | 68 |
|
|
2017
Q4 | $664K | Hold |
12,000
| – | – | 0.51% | 62 |
|
|
2017
Q3 | $696K | Hold |
12,000
| – | – | 0.57% | 55 |
|
|
2017
Q2 | $649K | Sell |
12,000
-51
| -0.4% | -$2.76K | 0.55% | 59 |
|
|
2017
Q1 | $595K | Buy |
12,051
+400
| +3% | +$19.7K | 0.51% | 65 |
|
|
2016
Q4 | $538K | Buy |
11,651
+200
| +2% | +$9.24K | 0.44% | 67 |
|
|
2016
Q3 | $542K | Hold |
11,451
| – | – | 0.45% | 66 |
|
|
2016
Q2 | $549K | Sell |
11,451
-200
| -2% | -$9.59K | 0.48% | 63 |
|
|
2016
Q1 | $526K | Hold |
11,651
| – | – | 0.48% | 63 |
|
|
2015
Q4 | $502K | Buy |
+11,651
| New | +$502K | 0.46% | 64 |
|