SeaCrest Wealth Management’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Sell
5,263
-10
-0.2% -$612 0.04% 442
2025
Q1
$314K Sell
5,273
-424
-7% -$25.2K 0.04% 463
2024
Q4
$323K Sell
5,697
-82
-1% -$4.65K 0.03% 469
2024
Q3
$375K Buy
5,779
+40
+0.7% +$2.6K 0.04% 416
2024
Q2
$316K Buy
5,739
+120
+2% +$6.6K 0.04% 440
2024
Q1
$282K Sell
5,619
-8,742
-61% -$439K 0.03% 459
2023
Q4
$700K Sell
14,361
-2,187
-13% -$107K 0.09% 240
2023
Q3
$817K Sell
16,548
-321
-2% -$15.9K 0.11% 207
2023
Q2
$879K Sell
16,869
-133
-0.8% -$6.93K 0.11% 196
2023
Q1
$883K Sell
17,002
-85
-0.5% -$4.41K 0.12% 189
2022
Q4
$860K Buy
17,087
+225
+1% +$11.3K 0.12% 189
2022
Q3
$739K Sell
16,862
-427
-2% -$18.7K 0.11% 196
2022
Q2
$792K Buy
17,289
+820
+5% +$37.6K 0.1% 209
2022
Q1
$750K Buy
16,469
+2,360
+17% +$107K 0.09% 241
2021
Q4
$759K Buy
14,109
+1,822
+15% +$98K 0.08% 238
2021
Q3
$666K Sell
12,287
-488
-4% -$26.5K 0.08% 258
2021
Q2
$747K Buy
12,775
+142
+1% +$8.3K 0.09% 246
2021
Q1
$705K Buy
12,633
+803
+7% +$44.8K 0.09% 234
2020
Q4
$714K Buy
11,830
+5,576
+89% +$337K 0.1% 223
2020
Q3
$386K Sell
6,254
-387
-6% -$23.9K 0.06% 317
2020
Q2
$364K Buy
6,641
+140
+2% +$7.67K 0.06% 331
2020
Q1
$329K Sell
6,501
-91
-1% -$4.61K 0.07% 304
2019
Q4
$377K Buy
6,592
+1,991
+43% +$114K 0.06% 340
2019
Q3
$277K Buy
4,601
+522
+13% +$31.4K 0.05% 414
2019
Q2
$253K Sell
4,079
-700
-15% -$43.4K 0.05% 413
2019
Q1
$276K Sell
4,779
-47
-1% -$2.71K 0.05% 380
2018
Q4
$252K Buy
4,826
+127
+3% +$6.63K 0.05% 371
2018
Q3
$258K Buy
4,699
+485
+12% +$26.6K 0.04% 428
2018
Q2
$233K Sell
4,214
-39
-0.9% -$2.16K 0.04% 441
2018
Q1
$236K Sell
4,253
-345
-8% -$19.1K 0.04% 435
2017
Q4
$254K Buy
+4,598
New +$254K 0.05% 420