SFA
Semmax Financial Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
22,494
+739
| +3% | +$45.1K | 0.35% | 80 |
|
|
2025
Q1 | $1.36M | Buy |
21,755
+329
| +2% | +$20.6K | 0.37% | 80 |
|
|
2024
Q4 | $1.2M | Buy |
21,426
+5,055
| +31% | +$283K | 0.32% | 88 |
|
|
2024
Q3 | $950K | Sell |
16,371
-1,256
| -7% | -$72.9K | 0.26% | 90 |
|
|
2024
Q2 | $1.08M | Buy |
17,627
+1,276
| +8% | +$78.2K | 0.32% | 82 |
|
|
2024
Q1 | $882K | Buy |
16,351
+1,710
| +12% | +$92.2K | 0.29% | 81 |
|
|
2023
Q4 | $734K | Buy |
14,641
+567
| +4% | +$28.4K | 0.27% | 78 |
|
|
2023
Q3 | $680K | Buy |
+14,074
| New | +$680K | 0.27% | 70 |
|
|
2022
Q4 | $639K | Sell |
12,513
-489
| -4% | -$25K | 0.25% | 66 |
|
|
2022
Q3 | $602K | Sell |
13,002
-1,131
| -8% | -$52.4K | 0.26% | 66 |
|
|
2022
Q2 | $690K | Sell |
14,133
-997
| -7% | -$48.7K | 0.28% | 72 |
|
|
2022
Q1 | $689K | Sell |
15,130
-2,298
| -13% | -$105K | 0.27% | 81 |
|
|
2021
Q4 | $937K | Sell |
17,428
-4,809
| -22% | -$259K | 0.35% | 78 |
|
|
2021
Q3 | $1.21M | Sell |
22,237
-1,249
| -5% | -$67.7K | 0.42% | 71 |
|
|
2021
Q2 | $1.37M | Sell |
23,486
-1,130
| -5% | -$66.1K | 0.44% | 71 |
|
|
2021
Q1 | $1.37M | Buy |
24,616
+2,967
| +14% | +$166K | 0.49% | 68 |
|
|
2020
Q4 | $1.31M | Buy |
21,649
+2,975
| +16% | +$180K | 0.54% | 63 |
|
|
2020
Q3 | $1.15M | Buy |
18,674
+1,063
| +6% | +$65.6K | 0.55% | 60 |
|
|
2020
Q2 | $966K | Buy |
17,611
+2,801
| +19% | +$154K | 0.51% | 62 |
|
|
2020
Q1 | $749K | Buy |
14,810
+5,075
| +52% | +$257K | 0.48% | 63 |
|
|
2019
Q4 | $557K | Buy |
9,735
+831
| +9% | +$47.5K | 0.31% | 65 |
|
|
2019
Q3 | $535K | Buy |
8,904
+1,228
| +16% | +$73.8K | 0.32% | 63 |
|
|
2019
Q2 | $476K | Buy |
7,676
+3,559
| +86% | +$221K | 0.31% | 65 |
|
|
2019
Q1 | $238K | Buy |
4,117
+1,686
| +69% | +$97.5K | 0.16% | 118 |
|
|
2018
Q4 | $127K | Buy |
+2,431
| New | +$127K | 0.1% | 137 |
|