Plante Moran Financial 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 | $1.04K | Hold |
17
| – | – | ﹤0.01% | 695 |
|
|
2025
Q1 | $1.01K | Hold |
17
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $964 | Hold |
17
| – | – | ﹤0.01% | 822 |
|
|
2024
Q3 | $1.1K | Hold |
17
| – | – | ﹤0.01% | 776 |
|
|
2024
Q2 | $935 | Hold |
17
| – | – | ﹤0.01% | 728 |
|
|
2024
Q1 | $853 | Hold |
17
| – | – | ﹤0.01% | 792 |
|
|
2023
Q4 | $824 | Sell |
17
-460
| -96% | -$22.3K | ﹤0.01% | 766 |
|
|
2023
Q3 | $23.6K | Sell |
477
-61
| -11% | -$3.02K | ﹤0.01% | 400 |
|
|
2023
Q2 | $28.1K | Hold |
538
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $28K | Buy |
538
+4
| +0.7% | +$208 | ﹤0.01% | 382 |
|
|
2022
Q4 | $26.9K | Buy |
534
+3
| +0.6% | +$151 | ﹤0.01% | 407 |
|
|
2022
Q3 | $23K | Sell |
531
-62
| -10% | -$2.69K | ﹤0.01% | 433 |
|
|
2022
Q2 | $27K | Buy |
593
+71
| +14% | +$3.23K | ﹤0.01% | 408 |
|
|
2022
Q1 | $24K | Sell |
522
-166
| -24% | -$7.63K | ﹤0.01% | 463 |
|
|
2021
Q4 | $37K | Buy |
688
+16
| +2% | +$860 | 0.01% | 420 |
|
|
2021
Q3 | $36K | Buy |
672
+163
| +32% | +$8.73K | 0.01% | 443 |
|
|
2021
Q2 | $30K | Buy |
509
+72
| +16% | +$4.24K | 0.01% | 476 |
|
|
2021
Q1 | $24K | Buy |
437
+19
| +5% | +$1.04K | 0.01% | 518 |
|
|
2020
Q4 | $25K | Buy |
418
+109
| +35% | +$6.52K | 0.01% | 484 |
|
|
2020
Q3 | $19K | Hold |
309
| – | – | 0.01% | 516 |
|
|
2020
Q2 | $17K | Hold |
309
| – | – | 0.01% | 458 |
|
|
2020
Q1 | $16K | Sell |
309
-36
| -10% | -$1.86K | 0.01% | 427 |
|
|
2019
Q4 | $20K | Sell |
345
-16
| -4% | -$928 | 0.01% | 467 |
|
|
2019
Q3 | $22K | Buy |
361
+16
| +5% | +$975 | 0.01% | 478 |
|
|
2019
Q2 | $21K | Buy |
345
+36
| +12% | +$2.19K | 0.01% | 471 |
|
|
2019
Q1 | $18K | Buy |
309
+289
| +1,445% | +$16.8K | 0.01% | 490 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 839 |
|
|
2018
Q3 | – | Sell |
-1,229
| Closed | -$68K | – | 844 |
|
|
2018
Q2 | $68K | Buy |
1,229
+353
| +40% | +$19.5K | 0.03% | 274 |
|
|
2018
Q1 | $49K | Buy |
876
+52
| +6% | +$2.91K | 0.03% | 348 |
|
|
2017
Q4 | $46K | Sell |
824
-174
| -17% | -$9.71K | 0.03% | 363 |
|
|
2017
Q3 | $58K | Buy |
998
+2
| +0.2% | +$116 | 0.03% | 276 |
|
|
2017
Q2 | $54K | Buy |
996
+281
| +39% | +$15.2K | 0.03% | 295 |
|
|
2017
Q1 | $35K | Buy |
715
+353
| +98% | +$17.3K | 0.02% | 378 |
|
|
2016
Q4 | $15K | Buy |
362
+116
| +47% | +$4.81K | 0.01% | 525 |
|
|
2016
Q3 | $12K | Sell |
246
-130
| -35% | -$6.34K | 0.01% | 575 |
|
|
2016
Q2 | $18K | Buy |
376
+134
| +55% | +$6.42K | 0.01% | 447 |
|
|
2016
Q1 | $11K | Buy |
242
+19
| +9% | +$864 | 0.01% | 478 |
|
|
2015
Q4 | $10K | Buy |
223
+2
| +0.9% | +$90 | 0.01% | 584 |
|
|
2015
Q3 | $9K | Buy |
221
+22
| +11% | +$896 | 0.01% | 499 |
|
|
2015
Q2 | $9K | Buy |
199
+2
| +1% | +$90 | 0.01% | 546 |
|
|
2015
Q1 | $8K | Sell |
197
-25
| -11% | -$1.02K | 0.01% | 550 |
|
|
2014
Q4 | $9K | Buy |
222
+38
| +21% | +$1.54K | 0.01% | 565 |
|
|
2014
Q3 | $8K | Sell |
184
-439
| -70% | -$19.1K | 0.01% | 593 |
|
|
2014
Q2 | $28K | Buy |
623
+462
| +287% | +$20.8K | 0.03% | 330 |
|
|
2014
Q1 | $7K | Buy |
161
+45
| +39% | +$1.96K | 0.01% | 430 |
|
|
2013
Q4 | $5K | Buy |
116
+55
| +90% | +$2.37K | ﹤0.01% | 542 |
|
|
2013
Q3 | $2K | Sell |
61
-640
| -91% | -$21K | ﹤0.01% | 569 |
|
|
2013
Q2 | $28K | Buy |
+701
| New | +$28K | 0.02% | 218 |
|