Regal Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $261K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $303K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $226K | Buy |
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|
2017
Q3 | $210K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $155K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $203K | Buy |
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|
2014
Q2 | $104K | Buy |
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|
2014
Q1 | $49K | Buy |
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|
2013
Q4 | $46K | Buy |
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