Strategic Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
+1,717
| New | +$105K | 0.01% | 383 |
|
|
2024
Q4 | – | Sell |
-4,955
| Closed | -$322K | – | 328 |
|
|
2024
Q3 | $322K | Sell |
4,955
-418
| -8% | -$27.2K | 0.03% | 248 |
|
|
2024
Q2 | $295K | Buy |
5,373
+81
| +2% | +$4.46K | 0.03% | 245 |
|
|
2024
Q1 | $266K | Sell |
5,292
-3,873
| -42% | -$194K | 0.03% | 243 |
|
|
2023
Q4 | $444K | Sell |
9,165
-30,311
| -77% | -$1.47M | 0.05% | 199 |
|
|
2023
Q3 | $1.95M | Sell |
39,476
-4,825
| -11% | -$238K | 0.26% | 101 |
|
|
2023
Q2 | $2.31M | Buy |
44,301
+6,562
| +17% | +$342K | 0.3% | 101 |
|
|
2023
Q1 | $1.96M | Buy |
37,739
+11,662
| +45% | +$606K | 0.3% | 96 |
|
|
2022
Q4 | $1.31M | Sell |
26,077
-22,033
| -46% | -$1.11M | 0.24% | 108 |
|
|
2022
Q3 | $2.11M | Sell |
48,110
-144
| -0.3% | -$6.31K | 0.45% | 76 |
|
|
2022
Q2 | $2.21M | Sell |
48,254
-869
| -2% | -$39.8K | 0.48% | 75 |
|
|
2022
Q1 | $2.24M | Buy |
+49,123
| New | +$2.24M | 0.44% | 81 |
|
|
2020
Q2 | – | Sell |
-3,770
| Closed | -$216K | – | 165 |
|
|
2020
Q1 | $216K | Hold |
3,770
| – | – | 0.11% | 128 |
|
|
2019
Q4 | $216K | Sell |
3,770
-59
| -2% | -$3.38K | 0.11% | 128 |
|
|
2019
Q3 | $230 | Sell |
3,829
-569
| -13% | -$34 | ﹤0.01% | 242 |
|
|
2019
Q2 | $272K | Sell |
4,398
-629
| -13% | -$38.9K | 0.13% | 118 |
|
|
2019
Q1 | $289K | Sell |
5,027
-272
| -5% | -$15.6K | 0.13% | 122 |
|
|
2018
Q4 | $310K | Sell |
5,299
-149
| -3% | -$8.72K | 0.16% | 111 |
|
|
2018
Q3 | $299K | Sell |
5,448
-1,075
| -16% | -$59K | 0.16% | 112 |
|
|
2018
Q2 | $361K | Sell |
6,523
-5,252
| -45% | -$291K | 0.21% | 106 |
|
|
2018
Q1 | $654K | Sell |
11,775
-1,480
| -11% | -$82.2K | 0.34% | 101 |
|
|
2017
Q4 | $744K | Buy |
+13,255
| New | +$744K | 0.41% | 90 |
|