SOA Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.5K | Buy |
956
+6
| +0.6% | +$367 | 0.01% | 342 |
|
|
2025
Q1 | $56.6K | Buy |
950
+5
| +0.5% | +$298 | 0.01% | 326 |
|
|
2024
Q4 | $53.6K | Buy |
945
+6
| +0.6% | +$340 | 0.01% | 319 |
|
|
2024
Q3 | $61K | Buy |
939
+5
| +0.5% | +$325 | 0.01% | 295 |
|
|
2024
Q2 | $51.3K | Buy |
934
+510
| +120% | +$28K | 0.01% | 301 |
|
|
2024
Q1 | $21.3K | Buy |
424
+2
| +0.5% | +$100 | ﹤0.01% | 438 |
|
|
2023
Q4 | $20.5K | Buy |
422
+2
| +0.5% | +$97 | ﹤0.01% | 426 |
|
|
2023
Q3 | $20.8K | Buy |
420
+1
| +0.2% | +$49 | 0.01% | 416 |
|
|
2023
Q2 | $21.8K | Buy |
419
+2
| +0.5% | +$104 | 0.01% | 419 |
|
|
2023
Q1 | $21.7K | Buy |
417
+2
| +0.5% | +$104 | 0.01% | 411 |
|
|
2022
Q4 | $20.9K | Buy |
415
+2
| +0.5% | +$101 | 0.01% | 398 |
|
|
2022
Q3 | $18K | Buy |
413
+2
| +0.5% | +$87 | 0.01% | 410 |
|
|
2022
Q2 | $18K | Buy |
411
+1
| +0.2% | +$44 | 0.01% | 408 |
|
|
2022
Q1 | $18K | Buy |
410
+2
| +0.5% | +$88 | ﹤0.01% | 491 |
|
|
2021
Q4 | $21K | Buy |
408
+2
| +0.5% | +$103 | 0.01% | 441 |
|
|
2021
Q3 | $22K | Buy |
406
+2
| +0.5% | +$108 | 0.01% | 444 |
|
|
2021
Q2 | $23K | Buy |
404
+1
| +0.2% | +$57 | 0.01% | 438 |
|
|
2021
Q1 | $22K | Buy |
403
+2
| +0.5% | +$109 | 0.01% | 392 |
|
|
2020
Q4 | $21K | Buy |
+401
| New | +$21K | 0.01% | 396 |
|