SeaCrest Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $201K | Sell |
3,340
-503
| -13% | -$29.1K | 0.02% | 529 |
|
|
2026
Q1 | $219K | Sell |
3,843
-17
| -0.4% | -$1.14K | 0.02% | 572 |
|
|
2025
Q4 | $242K | Sell |
3,860
-63
| -2% | -$4.23K | 0.02% | 524 |
|
|
2025
Q3 | $259K | Sell |
3,923
-755
| -16% | -$52.1K | 0.03% | 508 |
|
|
2025
Q2 | $322K | Sell |
4,678
-9
| -0.2% | -$632 | 0.04% | 442 |
|
|
2025
Q1 | $314K | Sell |
4,687
-377
| -7% | -$24.3K | 0.04% | 463 |
|
|
2024
Q4 | $323K | Sell |
5,064
-73
| -1% | -$4.93K | 0.03% | 469 |
|
|
2024
Q3 | $375K | Buy |
5,137
+36
| +0.7% | +$2.49K | 0.04% | 416 |
|
|
2024
Q2 | $316K | Buy |
5,101
+106
| +2% | +$6.26K | 0.04% | 440 |
|
|
2024
Q1 | $282K | Sell |
4,995
-7,770
| -61% | -$430K | 0.03% | 459 |
|
|
2023
Q4 | $700K | Sell |
12,765
-1,944
| -13% | -$105K | 0.09% | 240 |
|
|
2023
Q3 | $817K | Sell |
14,709
-286
| -2% | -$16.5K | 0.11% | 208 |
|
|
2023
Q2 | $879K | Sell |
14,995
-118
| -0.8% | -$7.01K | 0.11% | 196 |
|
|
2023
Q1 | $883K | Sell |
15,113
-75
| -0.5% | -$4.26K | 0.12% | 189 |
|
|
2022
Q4 | $860K | Buy |
15,188
+200
| +1% | +$10.7K | 0.12% | 189 |
|
|
2022
Q3 | $739K | Sell |
14,988
-380
| -2% | -$19.9K | 0.11% | 196 |
|
|
2022
Q2 | $792K | Buy |
15,368
+729
| +5% | +$37.1K | 0.1% | 209 |
|
|
2022
Q1 | $750K | Buy |
14,639
+2,098
| +17% | +$117K | 0.09% | 241 |
|
|
2021
Q4 | $759K | Buy |
12,541
+1,619
| +15% | +$96.2K | 0.08% | 238 |
|
|
2021
Q3 | $666K | Sell |
10,922
-434
| -4% | -$27.7K | 0.08% | 258 |
|
|
2021
Q2 | $747K | Buy |
11,356
+127
| +1% | +$8.45K | 0.09% | 246 |
|
|
2021
Q1 | $705K | Buy |
11,229
+713
| +7% | +$45.4K | 0.09% | 234 |
|
|
2020
Q4 | $714K | Buy |
10,516
+4,957
| +89% | +$336K | 0.1% | 223 |
|
|
2020
Q3 | $386K | Sell |
5,559
-344
| -6% | -$23K | 0.06% | 317 |
|
|
2020
Q2 | $364K | Buy |
5,903
+124
| +2% | +$7.41K | 0.06% | 331 |
|
|
2020
Q1 | $329K | Sell |
5,779
-81
| -1% | -$5.08K | 0.07% | 304 |
|
|
2019
Q4 | $377K | Buy |
5,860
+1,770
| +43% | +$118K | 0.06% | 340 |
|
|
2019
Q3 | $277K | Buy |
4,090
+464
| +13% | +$32.2K | 0.05% | 414 |
|
|
2019
Q2 | $253K | Sell |
3,626
-622
| -15% | -$42.2K | 0.05% | 413 |
|
|
2019
Q1 | $276K | Sell |
4,248
-42
| -1% | -$2.56K | 0.05% | 380 |
|
|
2018
Q4 | $252K | Buy |
4,290
+113
| +3% | +$6.81K | 0.05% | 371 |
|
|
2018
Q3 | $258K | Buy |
4,177
+431
| +12% | +$27.2K | 0.04% | 428 |
|
|
2018
Q2 | $233K | Sell |
3,746
-34
| -0.9% | -$2.11K | 0.04% | 441 |
|
|
2018
Q1 | $236K | Sell |
3,780
-307
| -8% | -$18.7K | 0.04% | 435 |
|
|
2017
Q4 | $254K | Buy |
+4,087
| New | +$259K | 0.05% | 420 |
|
Other funds holding UL
HCM
CCMIC
ERP
RT
CIG
GHAM
MCP
NCM
SP
BCFS