SIA
Schechter Investment Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.66M | Sell |
27,926
-1,801
| -6% | -$107K | 0.14% | 147 |
|
|
2024
Q4 | $1.69M | Sell |
29,727
-917
| -3% | -$52K | 0.13% | 151 |
|
|
2024
Q3 | $1.99M | Buy |
30,644
+321
| +1% | +$20.9K | 0.15% | 137 |
|
|
2024
Q2 | $1.67M | Sell |
30,323
-8,361
| -22% | -$460K | 0.13% | 155 |
|
|
2024
Q1 | $1.94M | Buy |
38,684
+6,676
| +21% | +$335K | 0.15% | 126 |
|
|
2023
Q4 | $1.55M | Sell |
32,008
-860
| -3% | -$41.7K | 0.13% | 150 |
|
|
2023
Q3 | $1.62M | Buy |
32,868
+28
| +0.1% | +$1.38K | 0.16% | 132 |
|
|
2023
Q2 | $1.71M | Buy |
32,840
+1,230
| +4% | +$64.1K | 0.15% | 136 |
|
|
2023
Q1 | $1.64M | Sell |
31,610
-1,519
| -5% | -$78.9K | 0.15% | 154 |
|
|
2022
Q4 | $1.67M | Buy |
33,129
+3,941
| +14% | +$198K | 0.15% | 151 |
|
|
2022
Q3 | $1.28M | Sell |
29,188
-2,784
| -9% | -$122K | 0.13% | 213 |
|
|
2022
Q2 | $1.47M | Buy |
31,972
+4,914
| +18% | +$225K | 0.14% | 167 |
|
|
2022
Q1 | $1.23M | Buy |
27,058
+8,575
| +46% | +$391K | 0.11% | 229 |
|
|
2021
Q4 | $995K | Buy |
+18,483
| New | +$995K | 0.09% | 303 |
|