Sowell Financial Services’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 | $323K | Sell |
5,662
-460
| -8% | -$30.8K | 0.01% | 810 |
|
|
2025
Q4 | $400K | Sell |
6,122
-1,292
| -17% | -$86.8K | 0.01% | 723 |
|
|
2025
Q3 | $494K | Buy |
7,414
+1,121
| +18% | +$77.4K | 0.02% | 633 |
|
|
2025
Q2 | $433K | Sell |
6,293
-731
| -10% | -$51.3K | 0.02% | 653 |
|
|
2025
Q1 | $471K | Buy |
+7,024
| New | +$453K | 0.02% | 603 |
|
|
2024
Q4 | – | Sell |
-19,779
| Closed | -$1.45M | – | 605 |
|
|
2024
Q3 | $1.45M | Sell |
19,779
-11,275
| -36% | -$779K | 0.07% | 288 |
|
|
2024
Q2 | $1.92M | Sell |
31,054
-3,590
| -10% | -$212K | 0.09% | 226 |
|
|
2024
Q1 | $1.96M | Sell |
34,644
-281
| -0.8% | -$15.6K | 0.09% | 240 |
|
|
2023
Q4 | $1.91M | Sell |
34,925
-2,504
| -7% | -$135K | 0.1% | 218 |
|
|
2023
Q3 | $2.08M | Sell |
37,429
-7,879
| -17% | -$455K | 0.13% | 175 |
|
|
2023
Q2 | $2.66M | Buy |
45,308
+12,157
| +37% | +$722K | 0.15% | 165 |
|
|
2023
Q1 | $1.94M | Sell |
33,151
-15,157
| -31% | -$861K | 0.15% | 157 |
|
|
2022
Q4 | $2.74M | Buy |
48,308
+8,451
| +21% | +$452K | 0.18% | 144 |
|
|
2022
Q3 | $1.97M | Buy |
39,857
+3,371
| +9% | +$176K | 0.2% | 140 |
|
|
2022
Q2 | $1.88M | Buy |
+36,486
| New | +$1.86M | 0.17% | 110 |
|
|
2022
Q1 | – | Sell |
-48,900
| Closed | -$2.96M | – | 498 |
|
|
2021
Q4 | $2.96M | Buy |
48,900
+1,807
| +4% | +$107K | 0.17% | 141 |
|
|
2021
Q3 | $2.87M | Sell |
47,093
-2,875
| -6% | -$183K | 0.19% | 126 |
|
|
2021
Q2 | $3.29M | Buy |
49,968
+548
| +1% | +$36.4K | 0.22% | 126 |
|
|
2021
Q1 | $3.32M | Buy |
49,420
+5,204
| +12% | +$331K | 0.12% | 172 |
|
|
2020
Q4 | $3M | Buy |
44,216
+8,790
| +25% | +$596K | 0.13% | 143 |
|
|
2020
Q3 | $2.46M | Sell |
35,426
-389
| -1% | -$26K | 0.12% | 147 |
|
|
2020
Q2 | $2.21M | Buy |
35,815
+1,301
| +4% | +$77.7K | 0.12% | 159 |
|
|
2020
Q1 | $1.96M | Sell |
34,514
-757
| -2% | -$47.5K | 0.15% | 162 |
|
|
2019
Q4 | $2.27M | Buy |
35,271
+5,047
| +17% | +$335K | 0.17% | 126 |
|
|
2019
Q3 | $2.04M | Buy |
+30,224
| New | +$2.09M | 0.17% | 126 |
|
|
2019
Q1 | $1.9M | Buy |
29,184
+6,417
| +28% | +$391K | 0.21% | 103 |
|
|
2018
Q4 | $1.34M | Buy |
+22,767
| New | +$1.37M | 0.19% | 116 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$19K | – | 550 |
|
|
2016
Q4 | $19K | Buy |
+400
| New | +$18.6K | 0.01% | 429 |
|
Other funds holding UL
