Transamerica Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
5,637
-1,232
| -18% | -$75.4K | 0.03% | 197 |
|
|
2025
Q1 | $410K | Buy |
6,869
+2,166
| +46% | +$129K | 0.04% | 197 |
|
|
2024
Q4 | $267K | Buy |
4,703
+449
| +11% | +$25.5K | 0.03% | 210 |
|
|
2024
Q3 | $277K | Sell |
4,254
-901
| -17% | -$58.7K | 0.03% | 207 |
|
|
2024
Q2 | $284K | Hold |
5,155
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $259K | Buy |
5,155
+4,108
| +392% | +$206K | 0.03% | 210 |
|
|
2023
Q4 | $51K | Buy |
1,047
+785
| +300% | +$38.2K | 0.01% | 297 |
|
|
2023
Q3 | $13K | Buy |
+262
| New | +$13K | ﹤0.01% | 325 |
|
|
2022
Q4 | – | Sell |
-66
| Closed | -$3K | – | 716 |
|
|
2022
Q3 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 367 |
|