Sigma Planning Corp’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Sell |
16,432
-1,827
| -10% | -$112K | 0.03% | 500 |
|
2025
Q1 | $1.09M | Sell |
18,259
-1,564
| -8% | -$93.1K | 0.03% | 467 |
|
2024
Q4 | $1.12M | Sell |
19,823
-4,956
| -20% | -$281K | 0.04% | 455 |
|
2024
Q3 | $1.61M | Sell |
24,779
-2,728
| -10% | -$177K | 0.05% | 350 |
|
2024
Q2 | $1.51M | Sell |
27,507
-532
| -2% | -$29.3K | 0.05% | 363 |
|
2024
Q1 | $1.41M | Buy |
28,039
+15,424
| +122% | +$774K | 0.04% | 400 |
|
2023
Q4 | $612K | Sell |
12,615
-32,222
| -72% | -$1.56M | 0.05% | 395 |
|
2023
Q3 | $2.21M | Sell |
44,837
-3,244
| -7% | -$160K | 0.08% | 253 |
|
2023
Q2 | $2.51M | Sell |
48,081
-3,730
| -7% | -$194K | 0.09% | 243 |
|
2023
Q1 | $2.69M | Sell |
51,811
-1,956
| -4% | -$102K | 0.09% | 237 |
|
2022
Q4 | $2.71M | Buy |
53,767
+93
| +0.2% | +$4.68K | 0.1% | 215 |
|
2022
Q3 | $2.35M | Sell |
53,674
-5,663
| -10% | -$248K | 0.09% | 221 |
|
2022
Q2 | $2.72M | Buy |
59,337
+28,249
| +91% | +$1.29M | 0.09% | 208 |
|
2022
Q1 | $1.42M | Buy |
31,088
+18,498
| +147% | +$843K | 0.04% | 413 |
|
2021
Q4 | $677K | Buy |
12,590
+2,984
| +31% | +$160K | 0.02% | 703 |
|
2021
Q3 | $521K | Sell |
9,606
-3,217
| -25% | -$174K | 0.02% | 791 |
|
2021
Q2 | $750K | Buy |
12,823
+9
| +0.1% | +$526 | 0.02% | 648 |
|
2021
Q1 | $715K | Buy |
12,814
+3,129
| +32% | +$175K | 0.02% | 615 |
|
2020
Q4 | $585K | Buy |
9,685
+4,322
| +81% | +$261K | 0.02% | 629 |
|
2020
Q3 | $331K | Buy |
5,363
+195
| +4% | +$12K | 0.01% | 751 |
|
2020
Q2 | $284K | Buy |
5,168
+493
| +11% | +$27.1K | 0.01% | 790 |
|
2020
Q1 | $236K | Buy |
4,675
+5
| +0.1% | +$252 | 0.01% | 723 |
|
2019
Q4 | $267K | Buy |
4,670
+939
| +25% | +$53.7K | 0.01% | 841 |
|
2019
Q3 | $224K | Buy |
3,731
+98
| +3% | +$5.88K | 0.01% | 867 |
|
2019
Q2 | $225K | Sell |
3,633
-215
| -6% | -$13.3K | 0.01% | 851 |
|
2019
Q1 | $222K | Buy |
+3,848
| New | +$222K | 0.01% | 801 |
|
2018
Q4 | – | Sell |
-3,790
| Closed | -$208K | – | 953 |
|
2018
Q3 | $208K | Buy |
+3,790
| New | +$208K | 0.01% | 848 |
|
2018
Q2 | – | Sell |
-4,180
| Closed | -$232K | – | 941 |
|
2018
Q1 | $232K | Buy |
+4,180
| New | +$232K | 0.02% | 717 |
|
2015
Q3 | – | Sell |
-5,238
| Closed | -$225K | – | 742 |
|
2015
Q2 | $225K | Buy |
5,238
+171
| +3% | +$7.35K | 0.03% | 590 |
|
2015
Q1 | $211K | Sell |
5,067
-823
| -14% | -$34.3K | 0.03% | 652 |
|
2014
Q4 | $238K | Buy |
+5,890
| New | +$238K | 0.03% | 586 |
|