United Capital 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 | $38.3M | Sell |
625,576
-15,851
| -2% | -$970K | 0.31% | 71 |
|
|
2025
Q1 | $38.2M | Buy |
641,427
+42,093
| +7% | +$2.51M | 0.33% | 68 |
|
|
2024
Q4 | $34M | Buy |
599,334
+131,682
| +28% | +$7.47M | 0.29% | 77 |
|
|
2024
Q3 | $30.4M | Sell |
467,652
-20,053
| -4% | -$1.3M | 0.25% | 83 |
|
|
2024
Q2 | $26.8M | Sell |
487,705
-28,984
| -6% | -$1.59M | 0.23% | 88 |
|
|
2024
Q1 | $25.9M | Sell |
516,689
-56,030
| -10% | -$2.81M | 0.21% | 99 |
|
|
2023
Q4 | $27.8M | Sell |
572,719
-609,025
| -52% | -$29.5M | 0.23% | 99 |
|
|
2023
Q3 | $58.4M | Sell |
1,181,744
-104,985
| -8% | -$5.19M | 0.38% | 53 |
|
|
2023
Q2 | $67.1M | Buy |
1,286,729
+10,673
| +0.8% | +$556K | 0.37% | 52 |
|
|
2023
Q1 | $66.3M | Buy |
1,276,056
+35,689
| +3% | +$1.85M | 0.37% | 52 |
|
|
2022
Q4 | $62.5M | Sell |
1,240,367
-4,360
| -0.4% | -$220K | 0.35% | 59 |
|
|
2022
Q3 | $54.6M | Buy |
1,244,727
+9,860
| +0.8% | +$432K | 0.32% | 65 |
|
|
2022
Q2 | $56.6M | Buy |
1,234,867
+28,644
| +2% | +$1.31M | 0.31% | 72 |
|
|
2022
Q1 | $55M | Buy |
1,206,223
+66,682
| +6% | +$3.04M | 0.27% | 75 |
|
|
2021
Q4 | $61.3M | Sell |
1,139,541
-12,041
| -1% | -$648K | 0.28% | 70 |
|
|
2021
Q3 | $62.4M | Sell |
1,151,582
-8,266
| -0.7% | -$448K | 0.31% | 64 |
|
|
2021
Q2 | $67.9M | Buy |
1,159,848
+42,391
| +4% | +$2.48M | 0.34% | 60 |
|
|
2021
Q1 | $62.4M | Buy |
1,117,457
+66,067
| +6% | +$3.69M | 0.35% | 62 |
|
|
2020
Q4 | $63.5M | Buy |
1,051,390
+48,538
| +5% | +$2.93M | 0.38% | 53 |
|
|
2020
Q3 | $61.9M | Buy |
1,002,852
+761,671
| +316% | +$47M | 0.4% | 50 |
|
|
2020
Q2 | $13.2M | Buy |
241,181
+1,768
| +0.7% | +$97K | 0.1% | 210 |
|
|
2020
Q1 | $12.1M | Buy |
239,413
+3,743
| +2% | +$189K | 0.1% | 206 |
|
|
2019
Q4 | $13.5M | Buy |
235,670
+10,258
| +5% | +$586K | 0.09% | 258 |
|
|
2019
Q3 | $13.5M | Buy |
225,412
+183,553
| +439% | +$11M | 0.09% | 246 |
|
|
2019
Q2 | $2.59M | Buy |
41,859
+10,844
| +35% | +$672K | 0.02% | 545 |
|
|
2019
Q1 | $1.79M | Sell |
31,015
-2,349
| -7% | -$136K | 0.01% | 615 |
|
|
2018
Q4 | $1.74M | Sell |
33,364
-2,994
| -8% | -$156K | 0.01% | 590 |
|
|
2018
Q3 | $2M | Buy |
36,358
+212
| +0.6% | +$11.7K | 0.01% | 614 |
|
|
2018
Q2 | $2M | Sell |
36,146
-876
| -2% | -$48.4K | 0.01% | 592 |
|
|
2018
Q1 | $2.06M | Sell |
37,022
-3,585
| -9% | -$199K | 0.02% | 580 |
|
|
2017
Q4 | $2.25M | Buy |
40,607
+1,539
| +4% | +$85.1K | 0.02% | 564 |
|
|
2017
Q3 | $2.26M | Sell |
39,068
-2,902
| -7% | -$168K | 0.02% | 546 |
|
|
2017
Q2 | $2.27M | Sell |
41,970
-4,292
| -9% | -$232K | 0.02% | 537 |
|
|
2017
Q1 | $2.28M | Sell |
46,262
-3,517
| -7% | -$174K | 0.02% | 528 |
|
|
2016
Q4 | $2.03M | Sell |
49,779
-9,017
| -15% | -$367K | 0.02% | 565 |
|
|
2016
Q3 | $2.79M | Sell |
58,796
-2,484
| -4% | -$118K | 0.03% | 504 |
|
|
2016
Q2 | $2.94M | Sell |
61,280
-10,223
| -14% | -$491K | 0.03% | 468 |
|
|
2016
Q1 | $3.23M | Sell |
71,503
-20,685
| -22% | -$935K | 0.04% | 432 |
|
|
2015
Q4 | $3.98M | Sell |
92,188
-30,178
| -25% | -$1.3M | 0.05% | 385 |
|
|
2015
Q3 | $4.99M | Sell |
122,366
-87,412
| -42% | -$3.56M | 0.06% | 323 |
|
|
2015
Q2 | $9.01M | Buy |
209,778
+2,582
| +1% | +$111K | 0.1% | 234 |
|
|
2015
Q1 | $9.08M | Sell |
207,196
-7,931
| -4% | -$348K | 0.11% | 228 |
|
|
2014
Q4 | $8.71M | Sell |
215,127
-9,969
| -4% | -$404K | 0.13% | 183 |
|
|
2014
Q3 | $9.43M | Sell |
225,096
-9,895
| -4% | -$415K | 0.16% | 161 |
|
|
2014
Q2 | $10.6M | Sell |
234,991
-8,948
| -4% | -$405K | 0.2% | 135 |
|
|
2014
Q1 | $10.4M | Buy |
243,939
+183,379
| +303% | +$7.85M | 0.22% | 107 |
|
|
2013
Q4 | $2.5M | Sell |
60,560
-56,751
| -48% | -$2.34M | 0.08% | 215 |
|
|
2013
Q3 | $4.53M | Buy |
117,311
+109,476
| +1,397% | +$4.22M | 0.14% | 155 |
|
|
2013
Q2 | $317K | Buy |
+7,835
| New | +$317K | 0.01% | 590 |
|