Stratos 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 | $520K | Buy |
9,129
+1,296
| +17% | +$86.9K | 0.01% | 1053 |
|
|
2025
Q4 | $512K | Buy |
7,833
+1,100
| +16% | +$73.9K | 0.01% | 1036 |
|
|
2025
Q3 | $449K | Buy |
6,733
+754
| +13% | +$52K | 0.01% | 1069 |
|
|
2025
Q2 | $411K | Sell |
5,979
-333
| -5% | -$23.4K | 0.01% | 1002 |
|
|
2025
Q1 | $423K | Sell |
6,312
-2,072
| -25% | -$134K | 0.01% | 950 |
|
|
2024
Q4 | $535K | Buy |
8,384
+994
| +13% | +$67.1K | 0.01% | 912 |
|
|
2024
Q3 | $540K | Sell |
7,390
-277
| -4% | -$19.1K | 0.01% | 916 |
|
|
2024
Q2 | $474K | Sell |
7,667
-9,937
| -56% | -$587K | 0.01% | 921 |
|
|
2024
Q1 | $994K | Sell |
17,604
-1,084
| -6% | -$60.1K | 0.02% | 650 |
|
|
2023
Q4 | $1.02M | Sell |
18,688
-51
| -0.3% | -$2.75K | 0.02% | 627 |
|
|
2023
Q3 | $1.04M | Buy |
18,739
+10,684
| +133% | +$618K | 0.02% | 559 |
|
|
2023
Q2 | $472K | Buy |
8,055
+1,502
| +23% | +$89.2K | 0.01% | 785 |
|
|
2023
Q1 | $383K | Sell |
6,553
-1,189
| -15% | -$67.6K | 0.01% | 783 |
|
|
2022
Q4 | $439K | Buy |
7,742
+1,500
| +24% | +$80.3K | 0.01% | 773 |
|
|
2022
Q3 | $308K | Sell |
6,242
-1,408
| -18% | -$73.6K | 0.01% | 856 |
|
|
2022
Q2 | $394K | Buy |
7,650
+1,790
| +31% | +$91.2K | 0.01% | 821 |
|
|
2022
Q1 | $300K | Buy |
5,860
+753
| +15% | +$41.9K | 0.01% | 985 |
|
|
2021
Q4 | $309K | Buy |
5,107
+20
| +0.4% | +$1.19K | 0.01% | 989 |
|
|
2021
Q3 | $310K | Buy |
5,087
+247
| +5% | +$15.7K | 0.01% | 934 |
|
|
2021
Q2 | $319K | Buy |
4,840
+1,204
| +33% | +$80.1K | 0.01% | 945 |
|
|
2021
Q1 | $228K | Sell |
3,636
-792
| -18% | -$50.4K | 0.01% | 990 |
|
|
2020
Q4 | $301K | Buy |
+4,428
| New | +$300K | 0.01% | 848 |
|
|
2018
Q4 | – | Sell |
-2,052
| Closed | -$127K | – | 2407 |
|
|
2018
Q3 | $127K | Buy |
+2,052
| New | +$129K | 0.01% | 1025 |
|
|
2018
Q2 | – | Sell |
-3,991
| Closed | -$249K | – | 2487 |
|
|
2018
Q1 | $249K | Sell |
3,991
-14,781
| -79% | -$899K | 0.01% | 814 |
|
|
2017
Q4 | $1.17M | Buy |
+18,772
| New | +$1.19M | 0.05% | 315 |
|
|
2017
Q1 | – | Sell |
-18,767
| Closed | -$859K | – | 860 |
|
|
2016
Q4 | $859K | Buy |
18,767
+5,162
| +38% | +$241K | 0.05% | 290 |
|
|
2016
Q3 | $726K | Buy |
13,605
+9,408
| +224% | +$497K | 0.05% | 287 |
|
|
2016
Q2 | $226K | Buy |
4,197
+95
| +2% | +$4.88K | 0.02% | 532 |
|
|
2016
Q1 | $209K | Buy |
+4,102
| New | +$200K | 0.02% | 506 |
|
|
2015
Q3 | – | Sell |
-6,538
| Closed | -$316K | – | 607 |
|
|
2015
Q2 | $316K | Sell |
6,538
-6,272
| -49% | -$310K | 0.04% | 359 |
|
|
2015
Q1 | $599K | Buy |
12,810
+2,799
| +28% | +$134K | 0.07% | 253 |
|
|
2014
Q4 | $456K | Buy |
10,011
+1,357
| +16% | +$62.3K | 0.08% | 264 |
|
|
2014
Q3 | $408K | Buy |
8,654
+300
| +4% | +$14.8K | 0.1% | 181 |
|
|
2014
Q2 | $425K | Buy |
+8,354
| New | +$419K | 0.14% | 178 |
|
Other funds holding UL
