River Wealth 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 | $987K | Sell |
16,133
-437
| -3% | -$26.7K | 0.12% | 116 |
|
|
2025
Q1 | $987K | Sell |
16,570
-2,523
| -13% | -$150K | 0.14% | 107 |
|
|
2024
Q4 | $1.08M | Sell |
19,093
-2,072
| -10% | -$117K | 0.14% | 107 |
|
|
2024
Q3 | $1.37M | Sell |
21,165
-887
| -4% | -$57.6K | 0.18% | 102 |
|
|
2024
Q2 | $1.21M | Sell |
22,052
-1,814
| -8% | -$99.8K | 0.17% | 100 |
|
|
2024
Q1 | $1.2M | Sell |
23,866
-801
| -3% | -$40.2K | 0.17% | 103 |
|
|
2023
Q4 | $1.2M | Sell |
24,667
-2,894
| -11% | -$140K | 0.19% | 103 |
|
|
2023
Q3 | $1.36M | Sell |
27,561
-6,914
| -20% | -$342K | 0.24% | 91 |
|
|
2023
Q2 | $1.8M | Sell |
34,475
-1,580
| -4% | -$82.4K | 0.3% | 84 |
|
|
2023
Q1 | $1.87M | Sell |
36,055
-297
| -0.8% | -$15.4K | 0.34% | 82 |
|
|
2022
Q4 | $1.83M | Sell |
36,352
-1,187
| -3% | -$59.8K | 0.35% | 77 |
|
|
2022
Q3 | $1.65M | Sell |
37,539
-1,779
| -5% | -$78K | 0.35% | 77 |
|
|
2022
Q2 | $1.8M | Sell |
39,318
-4,358
| -10% | -$200K | 0.33% | 80 |
|
|
2022
Q1 | $1.99M | Sell |
43,676
-10
| -0% | -$456 | 0.32% | 82 |
|
|
2021
Q4 | $2.35M | Sell |
43,686
-2,666
| -6% | -$143K | 0.36% | 75 |
|
|
2021
Q3 | $2.51M | Buy |
46,352
+396
| +0.9% | +$21.5K | 0.43% | 64 |
|
|
2021
Q2 | $2.69M | Buy |
45,956
+314
| +0.7% | +$18.4K | 0.47% | 64 |
|
|
2021
Q1 | $2.55M | Buy |
45,642
+547
| +1% | +$30.5K | 0.48% | 61 |
|
|
2020
Q4 | $2.72M | Buy |
45,095
+4,686
| +12% | +$283K | 0.59% | 53 |
|
|
2020
Q3 | $2.49M | Sell |
40,409
-1,949
| -5% | -$120K | 0.65% | 50 |
|
|
2020
Q2 | $2.33M | Buy |
42,358
+833
| +2% | +$45.7K | 0.71% | 44 |
|
|
2020
Q1 | $2.1M | Buy |
41,525
+82
| +0.2% | +$4.15K | 0.84% | 34 |
|
|
2019
Q4 | $2.37M | Buy |
41,443
+60
| +0.1% | +$3.43K | 0.8% | 41 |
|
|
2019
Q3 | $2.49M | Sell |
41,383
-186
| -0.4% | -$11.2K | 0.94% | 36 |
|
|
2019
Q2 | $2.58M | Buy |
41,569
+99
| +0.2% | +$6.14K | 1.01% | 32 |
|
|
2019
Q1 | $2.39M | Buy |
41,470
+270
| +0.7% | +$15.6K | 1% | 32 |
|
|
2018
Q4 | $2.15M | Sell |
41,200
-1,691
| -4% | -$88.4K | 0.96% | 31 |
|
|
2018
Q3 | $2.36M | Buy |
42,891
+110
| +0.3% | +$6.05K | 0.87% | 39 |
|
|
2018
Q2 | $2.37M | Sell |
42,781
-76
| -0.2% | -$4.2K | 0.92% | 36 |
|
|
2018
Q1 | $2.38M | Sell |
42,857
-1,470
| -3% | -$81.7K | 1% | 36 |
|
|
2017
Q4 | $2.45M | Sell |
44,327
-92
| -0.2% | -$5.09K | 1.02% | 34 |
|
|
2017
Q3 | $2.57M | Sell |
44,419
-1,000
| -2% | -$57.9K | 1.16% | 29 |
|
|
2017
Q2 | $2.46M | Sell |
45,419
-637
| -1% | -$34.5K | 1.14% | 27 |
|
|
2017
Q1 | $2.27M | Sell |
46,056
-18
| -0% | -$888 | 1.1% | 28 |
|
|
2016
Q4 | $1.88M | Sell |
46,074
-965
| -2% | -$39.3K | 0.95% | 38 |
|
|
2016
Q3 | $2.23M | Buy |
47,039
+409
| +0.9% | +$19.4K | 1.23% | 26 |
|
|
2016
Q2 | $2.23M | Sell |
46,630
-172
| -0.4% | -$8.24K | 1.28% | 20 |
|
|
2016
Q1 | $2.12M | Sell |
46,802
-32
| -0.1% | -$1.45K | 1.26% | 22 |
|
|
2015
Q4 | $2.02M | Buy |
46,834
+388
| +0.8% | +$16.7K | 1.28% | 23 |
|
|
2015
Q3 | $1.89M | Buy |
46,446
+1,506
| +3% | +$61.4K | 1.3% | 22 |
|
|
2015
Q2 | $1.93M | Buy |
44,940
+158
| +0.4% | +$6.79K | 1.23% | 20 |
|
|
2015
Q1 | $1.87M | Buy |
+44,782
| New | +$1.87M | 1.16% | 23 |
|