Strategic Wealth Partners’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 | $102K | Hold |
1,782
| – | – | 0.01% | 392 |
|
|
2025
Q4 | $117K | Sell |
1,782
-273
| -13% | -$18.3K | 0.01% | 381 |
|
|
2025
Q3 | $137K | Buy |
2,055
+529
| +35% | +$36.5K | 0.01% | 393 |
|
|
2025
Q2 | $105K | Buy |
+1,526
| New | +$107K | 0.01% | 385 |
|
|
2024
Q4 | – | Sell |
-4,404
| Closed | -$322K | – | 330 |
|
|
2024
Q3 | $322K | Sell |
4,404
-372
| -8% | -$25.7K | 0.03% | 248 |
|
|
2024
Q2 | $295K | Buy |
4,776
+72
| +2% | +$4.25K | 0.03% | 245 |
|
|
2024
Q1 | $266K | Sell |
4,704
-3,443
| -42% | -$191K | 0.03% | 243 |
|
|
2023
Q4 | $444K | Sell |
8,147
-26,943
| -77% | -$1.45M | 0.05% | 199 |
|
|
2023
Q3 | $1.95M | Sell |
35,090
-4,289
| -11% | -$248K | 0.26% | 101 |
|
|
2023
Q2 | $2.31M | Buy |
39,379
+5,833
| +17% | +$346K | 0.3% | 101 |
|
|
2023
Q1 | $1.96M | Buy |
33,546
+10,366
| +45% | +$589K | 0.3% | 96 |
|
|
2022
Q4 | $1.31M | Sell |
23,180
-19,584
| -46% | -$1.05M | 0.24% | 108 |
|
|
2022
Q3 | $2.11M | Sell |
42,764
-128
| -0.3% | -$6.69K | 0.45% | 76 |
|
|
2022
Q2 | $2.21M | Sell |
42,892
-773
| -2% | -$39.4K | 0.48% | 75 |
|
|
2022
Q1 | $2.24M | Buy |
+43,665
| New | +$2.43M | 0.44% | 81 |
|
|
2020
Q2 | – | Sell |
-3,351
| Closed | -$216K | – | 165 |
|
|
2020
Q1 | $216K | Hold |
3,351
| – | – | 0.11% | 128 |
|
|
2019
Q4 | $216K | Sell |
3,351
-53
| -2% | -$3.52K | 0.11% | 128 |
|
|
2019
Q3 | $230 | Sell |
3,404
-505
| -13% | -$35K | ﹤0.01% | 242 |
|
|
2019
Q2 | $272K | Sell |
3,909
-559
| -13% | -$37.9K | 0.13% | 118 |
|
|
2019
Q1 | $289K | Sell |
4,468
-242
| -5% | -$14.7K | 0.13% | 122 |
|
|
2018
Q4 | $310K | Sell |
4,710
-133
| -3% | -$8.02K | 0.16% | 111 |
|
|
2018
Q3 | $299K | Sell |
4,843
-955
| -16% | -$60.2K | 0.16% | 112 |
|
|
2018
Q2 | $361K | Sell |
5,798
-4,669
| -45% | -$290K | 0.21% | 106 |
|
|
2018
Q1 | $654K | Sell |
10,467
-1,315
| -11% | -$80K | 0.34% | 101 |
|
|
2017
Q4 | $744K | Buy |
+11,782
| New | +$747K | 0.41% | 90 |
|
Other funds holding UL
