Stratos 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 | $411K | Sell |
6,726
-375
| -5% | -$22.9K | 0.01% | 1002 |
|
|
2025
Q1 | $423K | Sell |
7,101
-2,331
| -25% | -$139K | 0.01% | 950 |
|
|
2024
Q4 | $535K | Buy |
9,432
+1,118
| +13% | +$63.4K | 0.01% | 912 |
|
|
2024
Q3 | $540K | Sell |
8,314
-311
| -4% | -$20.2K | 0.01% | 916 |
|
|
2024
Q2 | $474K | Sell |
8,625
-11,179
| -56% | -$615K | 0.01% | 921 |
|
|
2024
Q1 | $994K | Sell |
19,804
-1,220
| -6% | -$61.2K | 0.02% | 650 |
|
|
2023
Q4 | $1.02M | Sell |
21,024
-57
| -0.3% | -$2.76K | 0.02% | 627 |
|
|
2023
Q3 | $1.04M | Buy |
21,081
+12,019
| +133% | +$594K | 0.02% | 559 |
|
|
2023
Q2 | $472K | Buy |
9,062
+1,690
| +23% | +$88.1K | 0.01% | 785 |
|
|
2023
Q1 | $383K | Sell |
7,372
-1,338
| -15% | -$69.5K | 0.01% | 783 |
|
|
2022
Q4 | $439K | Buy |
8,710
+1,688
| +24% | +$85K | 0.01% | 773 |
|
|
2022
Q3 | $308K | Sell |
7,022
-1,584
| -18% | -$69.5K | 0.01% | 856 |
|
|
2022
Q2 | $394K | Buy |
8,606
+2,014
| +31% | +$92.2K | 0.01% | 821 |
|
|
2022
Q1 | $300K | Buy |
6,592
+847
| +15% | +$38.5K | 0.01% | 985 |
|
|
2021
Q4 | $309K | Buy |
5,745
+22
| +0.4% | +$1.18K | 0.01% | 989 |
|
|
2021
Q3 | $310K | Buy |
5,723
+278
| +5% | +$15.1K | 0.01% | 934 |
|
|
2021
Q2 | $319K | Buy |
5,445
+1,354
| +33% | +$79.3K | 0.01% | 945 |
|
|
2021
Q1 | $228K | Sell |
4,091
-890
| -18% | -$49.6K | 0.01% | 990 |
|
|
2020
Q4 | $301K | Buy |
+4,981
| New | +$301K | 0.01% | 848 |
|
|
2018
Q4 | – | Sell |
-2,309
| Closed | -$127K | – | 2407 |
|
|
2018
Q3 | $127K | Buy |
+2,309
| New | +$127K | 0.01% | 1025 |
|
|
2018
Q2 | – | Sell |
-4,490
| Closed | -$249K | – | 2487 |
|
|
2018
Q1 | $249K | Sell |
4,490
-16,629
| -79% | -$922K | 0.01% | 814 |
|
|
2017
Q4 | $1.17M | Buy |
+21,119
| New | +$1.17M | 0.05% | 315 |
|
|
2017
Q1 | – | Sell |
-21,113
| Closed | -$859K | – | 860 |
|
|
2016
Q4 | $859K | Buy |
21,113
+5,807
| +38% | +$236K | 0.05% | 290 |
|
|
2016
Q3 | $726K | Buy |
15,306
+10,584
| +224% | +$502K | 0.05% | 287 |
|
|
2016
Q2 | $226K | Buy |
4,722
+107
| +2% | +$5.12K | 0.02% | 532 |
|
|
2016
Q1 | $209K | Buy |
+4,615
| New | +$209K | 0.02% | 506 |
|
|
2015
Q3 | – | Sell |
-7,355
| Closed | -$316K | – | 607 |
|
|
2015
Q2 | $316K | Sell |
7,355
-7,056
| -49% | -$303K | 0.04% | 359 |
|
|
2015
Q1 | $599K | Buy |
14,411
+3,149
| +28% | +$131K | 0.07% | 253 |
|
|
2014
Q4 | $456K | Buy |
11,262
+1,526
| +16% | +$61.8K | 0.08% | 264 |
|
|
2014
Q3 | $408K | Buy |
9,736
+338
| +4% | +$14.2K | 0.1% | 181 |
|
|
2014
Q2 | $425K | Buy |
+9,398
| New | +$425K | 0.14% | 178 |
|