Prospera Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $456K | Sell |
8,004
-7,317
| -48% | -$490K | 0.01% | 1025 |
|
|
2025
Q4 | $1M | Sell |
15,321
-211
| -1% | -$14.2K | 0.02% | 670 |
|
|
2025
Q3 | $1.04M | Sell |
15,532
-320
| -2% | -$22.1K | 0.02% | 671 |
|
|
2025
Q2 | $1.09M | Sell |
15,852
-1,158
| -7% | -$81.3K | 0.02% | 624 |
|
|
2025
Q1 | $1.14M | Buy |
17,010
+1,357
| +9% | +$87.5K | 0.03% | 529 |
|
|
2024
Q4 | $999K | Sell |
15,653
-153
| -1% | -$10.3K | 0.02% | 549 |
|
|
2024
Q3 | $1.16M | Sell |
15,806
-491
| -3% | -$33.9K | 0.03% | 474 |
|
|
2024
Q2 | $1.01M | Sell |
16,297
-635
| -4% | -$37.5K | 0.03% | 498 |
|
|
2024
Q1 | $957K | Sell |
16,932
-2,217
| -12% | -$123K | 0.03% | 503 |
|
|
2023
Q4 | $1.04M | Buy |
19,149
+1,993
| +12% | +$108K | 0.03% | 459 |
|
|
2023
Q3 | $954K | Buy |
17,156
+1,380
| +9% | +$79.8K | 0.04% | 426 |
|
|
2023
Q2 | $925K | Buy |
15,776
+9,343
| +145% | +$555K | 0.04% | 439 |
|
|
2023
Q1 | $376K | Buy |
6,433
+572
| +10% | +$32.5K | 0.02% | 701 |
|
|
2022
Q4 | $332K | Sell |
5,861
-356
| -6% | -$19.1K | 0.02% | 663 |
|
|
2022
Q3 | $306K | Buy |
6,217
+1,162
| +23% | +$60.7K | 0.02% | 649 |
|
|
2022
Q2 | $261K | Sell |
5,055
-183
| -3% | -$9.32K | 0.01% | 663 |
|
|
2022
Q1 | $269K | Buy |
5,238
+615
| +13% | +$34.2K | 0.01% | 779 |
|
|
2021
Q4 | $280K | Sell |
4,623
-267
| -5% | -$15.9K | 0.01% | 731 |
|
|
2021
Q3 | $298K | Sell |
4,890
-8,145
| -62% | -$519K | 0.01% | 662 |
|
|
2021
Q2 | $858K | Buy |
13,035
+1,284
| +11% | +$85.4K | 0.04% | 406 |
|
|
2021
Q1 | $738K | Buy |
11,751
+1,266
| +12% | +$80.6K | 0.04% | 404 |
|
|
2020
Q4 | $712K | Buy |
10,485
+7,451
| +246% | +$506K | 0.05% | 356 |
|
|
2020
Q3 | $211K | Sell |
3,034
-460
| -13% | -$30.7K | 0.08% | 222 |
|
|
2020
Q2 | $216K | Buy |
+3,494
| New | +$209K | 0.02% | 524 |
|
|
2020
Q1 | – | Sell |
-4,756
| Closed | -$306K | – | 619 |
|
|
2019
Q4 | $306K | Sell |
4,756
-739
| -13% | -$49.1K | 0.02% | 480 |
|
|
2019
Q3 | $372K | Buy |
5,495
+3
| +0.1% | +$208 | 0.04% | 383 |
|
|
2019
Q2 | $384K | Buy |
+5,492
| New | +$373K | 0.04% | 346 |
|
|
2019
Q1 | – | Sell |
-4,838
| Closed | -$285K | – | 436 |
|
|
2018
Q4 | $285K | Sell |
4,838
-1,566
| -24% | -$94.4K | 0.06% | 293 |
|
|
2018
Q3 | $395K | Sell |
6,404
-33
| -0.5% | -$2.08K | 0.07% | 258 |
|
|
2018
Q2 | $401K | Buy |
6,437
+1,056
| +20% | +$65.6K | 0.05% | 278 |
|
|
2018
Q1 | $337K | Buy |
+5,381
| New | +$327K | 0.05% | 308 |
|
|
2017
Q4 | – | Sell |
-3,167
| Closed | -$206K | – | 447 |
|
|
2017
Q3 | $206K | Buy |
+3,167
| New | +$204K | 0.03% | 398 |
|