POIA
Pin Oak Investment Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-232
| Closed | -$15K | – | 485 |
|
|
2024
Q4 | $15K | Hold |
232
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $15K | Hold |
232
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $13K | Hold |
232
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $12K | Hold |
232
| – | – | 0.01% | 314 |
|
|
2023
Q4 | $11K | Hold |
232
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $11K | Hold |
232
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $12K | Hold |
232
| – | – | 0.01% | 303 |
|
|
2023
Q1 | $12K | Hold |
232
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $12K | Hold |
232
| – | – | 0.01% | 278 |
|
|
2022
Q3 | $10K | Hold |
232
| – | – | 0.01% | 284 |
|
|
2022
Q2 | $11K | Sell |
232
-253
| -52% | -$12K | 0.01% | 297 |
|
|
2022
Q1 | $22K | Hold |
485
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $26K | Hold |
485
| – | – | 0.03% | 235 |
|
|
2021
Q3 | $26K | Hold |
485
| – | – | 0.03% | 230 |
|
|
2021
Q2 | $28K | Hold |
485
| – | – | 0.03% | 218 |
|
|
2021
Q1 | $27K | Hold |
485
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $29K | Buy |
485
+232
| +92% | +$13.9K | 0.02% | 229 |
|
|
2020
Q3 | $16K | Hold |
253
| – | – | 0.02% | 270 |
|
|
2020
Q2 | $14K | Hold |
253
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $13K | Buy |
253
+69
| +38% | +$3.55K | 0.01% | 268 |
|
|
2019
Q4 | $11K | Sell |
184
-54
| -23% | -$3.23K | 0.01% | 314 |
|
|
2019
Q3 | $14K | Hold |
238
| – | – | 0.01% | 292 |
|
|
2019
Q2 | $15K | Hold |
238
| – | – | 0.01% | 304 |
|
|
2019
Q1 | $14K | Hold |
238
| – | – | 0.01% | 299 |
|
|
2018
Q4 | $12K | Hold |
238
| – | – | 0.01% | 304 |
|
|
2018
Q3 | $13K | Hold |
238
| – | – | 0.01% | 296 |
|
|
2018
Q2 | $13K | Hold |
238
| – | – | 0.01% | 302 |
|
|
2018
Q1 | $13K | Hold |
238
| – | – | 0.01% | 305 |
|
|
2017
Q4 | $13K | Buy |
+238
| New | +$13K | 0.01% | 317 |
|