Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Buy |
44,177
+7,993
| +22% | +$536K | 0.01% | 521 |
|
|
2025
Q4 | $2.37M | Sell |
36,184
-4,356
| -11% | -$293K | 0.01% | 520 |
|
|
2025
Q3 | $2.7M | Sell |
40,540
-1,216
| -3% | -$83.9K | 0.02% | 445 |
|
|
2025
Q2 | $2.87M | Buy |
41,756
+10,206
| +32% | +$716K | 0.02% | 393 |
|
|
2025
Q1 | $2.11M | Buy |
31,550
+9,174
| +41% | +$592K | 0.02% | 423 |
|
|
2024
Q4 | $1.43M | Sell |
22,376
-348
| -2% | -$23.5K | 0.01% | 485 |
|
|
2024
Q3 | $1.66M | Sell |
22,724
-84,877
| -79% | -$5.87M | 0.02% | 412 |
|
|
2024
Q2 | $6.66M | Sell |
107,601
-13,767
| -11% | -$814K | 0.08% | 163 |
|
|
2024
Q1 | $6.85M | Sell |
121,368
-9,196
| -7% | -$509K | 0.09% | 170 |
|
|
2023
Q4 | $7.12M | Buy |
130,564
+398
| +0.3% | +$21.5K | 0.09% | 179 |
|
|
2023
Q3 | $7.23M | Sell |
130,166
-7,596
| -6% | -$439K | 0.13% | 121 |
|
|
2023
Q2 | $8.08M | Sell |
137,762
-46,010
| -25% | -$2.73M | 0.14% | 117 |
|
|
2023
Q1 | $10.7M | Buy |
183,772
+8,060
| +5% | +$458K | 0.24% | 81 |
|
|
2022
Q4 | $9.95M | Buy |
175,712
+57,030
| +48% | +$3.05M | 0.24% | 82 |
|
|
2022
Q3 | $5.85M | Buy |
118,682
+14,933
| +14% | +$780K | 0.18% | 101 |
|
|
2022
Q2 | $5.35M | Buy |
103,749
+40,697
| +65% | +$2.07M | 0.15% | 114 |
|
|
2022
Q1 | $3.23M | Buy |
63,052
+53,537
| +563% | +$2.98M | 0.08% | 145 |
|
|
2021
Q4 | $576K | Buy |
+9,515
| New | +$565K | 0.02% | 303 |
|
|
2021
Q3 | – | Sell |
-7,001
| Closed | -$461K | – | 440 |
|
|
2021
Q2 | $461K | Buy |
7,001
+506
| +8% | +$33.6K | 0.02% | 292 |
|
|
2021
Q1 | $408K | Buy |
6,495
+116
| +2% | +$7.39K | 0.02% | 283 |
|
|
2020
Q4 | $433K | Buy |
6,379
+2,785
| +77% | +$189K | 0.02% | 269 |
|
|
2020
Q3 | $249K | Buy |
3,594
+156
| +5% | +$10.4K | 0.01% | 331 |
|
|
2020
Q2 | $212K | Buy |
+3,438
| New | +$205K | 0.01% | 337 |
|
|
2019
Q4 | – | Sell |
-3,735
| Closed | -$253K | – | 394 |
|
|
2019
Q3 | $253K | Hold |
3,735
| – | – | 0.02% | 304 |
|
|
2019
Q2 | $260K | Sell |
3,735
-548
| -13% | -$37.2K | 0.02% | 303 |
|
|
2019
Q1 | $278K | Buy |
+4,283
| New | +$261K | 0.02% | 280 |
|
|
2018
Q3 | – | Sell |
-3,332
| Closed | -$207K | – | 331 |
|
|
2018
Q2 | $207K | Sell |
3,332
-13
| -0.4% | -$808 | 0.02% | 285 |
|
|
2018
Q1 | $209K | Sell |
3,345
-68
| -2% | -$4.14K | 0.02% | 281 |
|
|
2017
Q4 | $213K | Buy |
3,413
+102
| +3% | +$6.46K | 0.02% | 278 |
|
|
2017
Q3 | $216K | Sell |
3,311
-356
| -10% | -$22.9K | 0.03% | 257 |
|
|
2017
Q2 | $223K | Buy |
+3,667
| New | +$219K | 0.03% | 250 |
|
Other funds holding UL
