Semmax Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
19,995
+657
| +3% | +$46.1K | 0.35% | 80 |
|
|
2025
Q1 | $1.36M | Buy |
19,338
+293
| +2% | +$18.9K | 0.37% | 80 |
|
|
2024
Q4 | $1.2M | Buy |
19,045
+4,493
| +31% | +$303K | 0.32% | 88 |
|
|
2024
Q3 | $950K | Sell |
14,552
-1,116
| -7% | -$77.1K | 0.26% | 90 |
|
|
2024
Q2 | $1.08M | Buy |
15,668
+1,134
| +8% | +$67K | 0.32% | 82 |
|
|
2024
Q1 | $882K | Buy |
14,534
+1,520
| +12% | +$84.2K | 0.29% | 81 |
|
|
2023
Q4 | $734K | Buy |
13,014
+504
| +4% | +$27.2K | 0.27% | 78 |
|
|
2023
Q3 | $680K | Buy |
+12,510
| New | +$723K | 0.27% | 70 |
|
|
2022
Q4 | $639K | Sell |
11,123
-434
| -4% | -$23.2K | 0.25% | 66 |
|
|
2022
Q3 | $602K | Sell |
11,557
-1,006
| -8% | -$52.6K | 0.26% | 66 |
|
|
2022
Q2 | $690K | Sell |
12,563
-886
| -7% | -$45.1K | 0.28% | 72 |
|
|
2022
Q1 | $689K | Sell |
13,449
-2,043
| -13% | -$114K | 0.27% | 81 |
|
|
2021
Q4 | $937K | Sell |
15,492
-4,274
| -22% | -$254K | 0.35% | 78 |
|
|
2021
Q3 | $1.21M | Sell |
19,766
-1,110
| -5% | -$70.7K | 0.42% | 71 |
|
|
2021
Q2 | $1.37M | Sell |
20,876
-1,005
| -5% | -$66.8K | 0.44% | 71 |
|
|
2021
Q1 | $1.37M | Buy |
21,881
+2,637
| +14% | +$168K | 0.49% | 68 |
|
|
2020
Q4 | $1.31M | Buy |
19,244
+2,645
| +16% | +$179K | 0.54% | 63 |
|
|
2020
Q3 | $1.15M | Buy |
16,599
+945
| +6% | +$63.1K | 0.55% | 60 |
|
|
2020
Q2 | $966K | Buy |
15,654
+2,490
| +19% | +$149K | 0.51% | 62 |
|
|
2020
Q1 | $749K | Buy |
13,164
+4,511
| +52% | +$283K | 0.48% | 63 |
|
|
2019
Q4 | $557K | Buy |
8,653
+738
| +9% | +$49K | 0.31% | 65 |
|
|
2019
Q3 | $535K | Buy |
7,915
+1,092
| +16% | +$75.7K | 0.32% | 63 |
|
|
2019
Q2 | $476K | Buy |
6,823
+3,163
| +86% | +$215K | 0.31% | 65 |
|
|
2019
Q1 | $238K | Buy |
3,660
+1,499
| +69% | +$91.3K | 0.16% | 118 |
|
|
2018
Q4 | $127K | Buy |
+2,161
| New | +$130K | 0.1% | 137 |
|
Other funds holding UL
