PFS
Prospera Financial Services’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
17,833
-1,303
| -7% | -$79.7K | 0.02% | 624 |
|
|
2025
Q1 | $1.14M | Buy |
19,136
+1,526
| +9% | +$90.9K | 0.03% | 529 |
|
|
2024
Q4 | $999K | Sell |
17,610
-172
| -1% | -$9.75K | 0.02% | 549 |
|
|
2024
Q3 | $1.16M | Sell |
17,782
-552
| -3% | -$35.9K | 0.03% | 474 |
|
|
2024
Q2 | $1.01M | Sell |
18,334
-715
| -4% | -$39.3K | 0.03% | 498 |
|
|
2024
Q1 | $957K | Sell |
19,049
-2,494
| -12% | -$125K | 0.03% | 503 |
|
|
2023
Q4 | $1.04M | Buy |
21,543
+2,243
| +12% | +$109K | 0.03% | 459 |
|
|
2023
Q3 | $954K | Buy |
19,300
+1,552
| +9% | +$76.7K | 0.04% | 426 |
|
|
2023
Q2 | $925K | Buy |
17,748
+10,511
| +145% | +$548K | 0.04% | 439 |
|
|
2023
Q1 | $376K | Buy |
7,237
+643
| +10% | +$33.4K | 0.02% | 701 |
|
|
2022
Q4 | $332K | Sell |
6,594
-400
| -6% | -$20.1K | 0.02% | 663 |
|
|
2022
Q3 | $306K | Buy |
6,994
+1,307
| +23% | +$57.2K | 0.02% | 649 |
|
|
2022
Q2 | $261K | Sell |
5,687
-206
| -3% | -$9.45K | 0.01% | 663 |
|
|
2022
Q1 | $269K | Buy |
5,893
+692
| +13% | +$31.6K | 0.01% | 779 |
|
|
2021
Q4 | $280K | Sell |
5,201
-300
| -5% | -$16.2K | 0.01% | 731 |
|
|
2021
Q3 | $298K | Sell |
5,501
-9,163
| -62% | -$496K | 0.01% | 662 |
|
|
2021
Q2 | $858K | Buy |
14,664
+1,444
| +11% | +$84.5K | 0.04% | 406 |
|
|
2021
Q1 | $738K | Buy |
13,220
+1,424
| +12% | +$79.5K | 0.04% | 404 |
|
|
2020
Q4 | $712K | Buy |
11,796
+8,383
| +246% | +$506K | 0.05% | 356 |
|
|
2020
Q3 | $211K | Sell |
3,413
-518
| -13% | -$32K | 0.08% | 222 |
|
|
2020
Q2 | $216K | Buy |
+3,931
| New | +$216K | 0.02% | 524 |
|
|
2020
Q1 | – | Sell |
-5,351
| Closed | -$306K | – | 619 |
|
|
2019
Q4 | $306K | Sell |
5,351
-831
| -13% | -$47.5K | 0.02% | 480 |
|
|
2019
Q3 | $372K | Buy |
6,182
+4
| +0.1% | +$241 | 0.04% | 383 |
|
|
2019
Q2 | $384K | Buy |
+6,178
| New | +$384K | 0.04% | 346 |
|
|
2019
Q1 | – | Sell |
-5,443
| Closed | -$285K | – | 436 |
|
|
2018
Q4 | $285K | Sell |
5,443
-1,762
| -24% | -$92.3K | 0.06% | 293 |
|
|
2018
Q3 | $395K | Sell |
7,205
-37
| -0.5% | -$2.03K | 0.07% | 258 |
|
|
2018
Q2 | $401K | Buy |
7,242
+1,188
| +20% | +$65.8K | 0.05% | 278 |
|
|
2018
Q1 | $337K | Buy |
+6,054
| New | +$337K | 0.05% | 308 |
|
|
2017
Q4 | – | Sell |
-3,563
| Closed | -$206K | – | 447 |
|
|
2017
Q3 | $206K | Buy |
+3,563
| New | +$206K | 0.03% | 398 |
|