Reilly Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.8M | Sell |
33,378
-1,625
| -5% | -$87.4K | 0.13% | 102 |
|
|
2021
Q3 | $1.9M | Buy |
35,003
+1,361
| +4% | +$73.8K | 0.16% | 96 |
|
|
2021
Q2 | $1.97M | Sell |
33,642
-403
| -1% | -$23.6K | 0.16% | 97 |
|
|
2021
Q1 | $1.9M | Buy |
34,045
+5,672
| +20% | +$317K | 0.17% | 91 |
|
|
2020
Q4 | $1.71M | Buy |
28,373
+94
| +0.3% | +$5.68K | 0.16% | 94 |
|
|
2020
Q3 | $1.74M | Buy |
28,279
+121
| +0.4% | +$7.46K | 0.19% | 82 |
|
|
2020
Q2 | $1.55M | Buy |
28,158
+1,971
| +8% | +$108K | 0.18% | 82 |
|
|
2020
Q1 | $1.32M | Buy |
26,187
+262
| +1% | +$13.2K | 0.19% | 78 |
|
|
2019
Q4 | $1.48M | Buy |
25,925
+491
| +2% | +$28.1K | 0.17% | 92 |
|
|
2019
Q3 | $1.53M | Sell |
25,434
-1,120
| -4% | -$67.3K | 0.19% | 84 |
|
|
2019
Q2 | $1.65M | Buy |
26,554
+980
| +4% | +$60.7K | 0.21% | 84 |
|
|
2019
Q1 | $1.48M | Sell |
25,574
-1,035
| -4% | -$59.7K | 0.19% | 90 |
|
|
2018
Q4 | $1.39M | Buy |
26,609
+1,050
| +4% | +$54.9K | 0.2% | 92 |
|
|
2018
Q3 | $1.41M | Buy |
25,559
+900
| +4% | +$49.5K | 0.19% | 90 |
|
|
2018
Q2 | $1.36M | Buy |
24,659
+15
| +0.1% | +$829 | 0.19% | 90 |
|
|
2018
Q1 | $1.37M | Buy |
24,644
+1,046
| +4% | +$58.1K | 0.19% | 87 |
|
|
2017
Q4 | $1.31M | Sell |
23,598
-2,845
| -11% | -$157K | 0.19% | 91 |
|
|
2017
Q3 | $1.53M | Sell |
26,443
-60
| -0.2% | -$3.48K | 0.23% | 70 |
|
|
2017
Q2 | $1.43M | Buy |
26,503
+765
| +3% | +$41.4K | 0.22% | 72 |
|
|
2017
Q1 | $1.27M | Buy |
25,738
+850
| +3% | +$41.9K | 0.2% | 73 |
|
|
2016
Q4 | $1.01M | Buy |
24,888
+3,003
| +14% | +$122K | 0.18% | 78 |
|
|
2016
Q3 | $1.04M | Buy |
21,885
+1,405
| +7% | +$66.6K | 0.18% | 73 |
|
|
2016
Q2 | $981K | Buy |
20,480
+2,025
| +11% | +$97K | 0.18% | 72 |
|
|
2016
Q1 | $834K | Buy |
18,455
+95
| +0.5% | +$4.29K | 0.14% | 65 |
|
|
2015
Q4 | $792K | Sell |
18,360
-2,335
| -11% | -$101K | 0.14% | 65 |
|
|
2015
Q3 | $844K | Buy |
20,695
+2,480
| +14% | +$101K | 0.15% | 88 |
|
|
2015
Q2 | $783K | Buy |
18,215
+2,960
| +19% | +$127K | 0.14% | 85 |
|
|
2015
Q1 | $636K | Buy |
+15,255
| New | +$636K | 0.11% | 93 |
|