Sequoia Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
46,975
+11,481
| +32% | +$702K | 0.02% | 391 |
|
|
2025
Q1 | $2.11M | Buy |
35,494
+10,321
| +41% | +$615K | 0.02% | 421 |
|
|
2024
Q4 | $1.43M | Sell |
25,173
-391
| -2% | -$22.2K | 0.01% | 483 |
|
|
2024
Q3 | $1.66M | Sell |
25,564
-95,487
| -79% | -$6.2M | 0.02% | 412 |
|
|
2024
Q2 | $6.66M | Sell |
121,051
-15,488
| -11% | -$852K | 0.08% | 163 |
|
|
2024
Q1 | $6.85M | Sell |
136,539
-10,345
| -7% | -$519K | 0.09% | 170 |
|
|
2023
Q4 | $7.12M | Buy |
146,884
+447
| +0.3% | +$21.7K | 0.09% | 179 |
|
|
2023
Q3 | $7.23M | Sell |
146,437
-8,545
| -6% | -$422K | 0.13% | 121 |
|
|
2023
Q2 | $8.08M | Sell |
154,982
-51,762
| -25% | -$2.7M | 0.14% | 117 |
|
|
2023
Q1 | $10.7M | Buy |
206,744
+9,068
| +5% | +$471K | 0.24% | 81 |
|
|
2022
Q4 | $9.95M | Buy |
197,676
+64,159
| +48% | +$3.23M | 0.24% | 82 |
|
|
2022
Q3 | $5.85M | Buy |
133,517
+16,799
| +14% | +$736K | 0.18% | 101 |
|
|
2022
Q2 | $5.35M | Buy |
116,718
+45,785
| +65% | +$2.1M | 0.15% | 114 |
|
|
2022
Q1 | $3.23M | Buy |
70,933
+60,229
| +563% | +$2.74M | 0.08% | 145 |
|
|
2021
Q4 | $576K | Buy |
+10,704
| New | +$576K | 0.02% | 303 |
|
|
2021
Q3 | – | Sell |
-7,876
| Closed | -$461K | – | 439 |
|
|
2021
Q2 | $461K | Buy |
7,876
+569
| +8% | +$33.3K | 0.02% | 292 |
|
|
2021
Q1 | $408K | Buy |
7,307
+131
| +2% | +$7.32K | 0.02% | 283 |
|
|
2020
Q4 | $433K | Buy |
7,176
+3,133
| +77% | +$189K | 0.02% | 269 |
|
|
2020
Q3 | $249K | Buy |
4,043
+175
| +5% | +$10.8K | 0.01% | 331 |
|
|
2020
Q2 | $212K | Buy |
+3,868
| New | +$212K | 0.01% | 337 |
|
|
2019
Q4 | – | Sell |
-4,202
| Closed | -$253K | – | 394 |
|
|
2019
Q3 | $253K | Hold |
4,202
| – | – | 0.02% | 304 |
|
|
2019
Q2 | $260K | Sell |
4,202
-616
| -13% | -$38.1K | 0.02% | 303 |
|
|
2019
Q1 | $278K | Buy |
+4,818
| New | +$278K | 0.02% | 280 |
|
|
2018
Q3 | – | Sell |
-3,749
| Closed | -$207K | – | 331 |
|
|
2018
Q2 | $207K | Sell |
3,749
-14
| -0.4% | -$773 | 0.02% | 285 |
|
|
2018
Q1 | $209K | Sell |
3,763
-77
| -2% | -$4.28K | 0.02% | 281 |
|
|
2017
Q4 | $213K | Buy |
3,840
+115
| +3% | +$6.38K | 0.02% | 278 |
|
|
2017
Q3 | $216K | Sell |
3,725
-400
| -10% | -$23.2K | 0.03% | 257 |
|
|
2017
Q2 | $223K | Buy |
+4,125
| New | +$223K | 0.03% | 250 |
|