United Capital Financial Advisors’s Unilever UL Stock Holding History

United Capital Financial Advisors’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.2M	Buy	617,579 +60,219	+11%	+$4.04M	0.22%	90
2025 Q4	$36.5M	Sell	557,360 -310	-0.1%	-$20.8K	0.22%	90
2025 Q3	$37.2M	Buy	557,670 +1,602	+0.3%	+$111K	0.27%	78
2025 Q2	$38.3M	Sell	556,068 -14,089	-2%	-$989K	0.31%	71
2025 Q1	$38.2M	Buy	570,157 +37,416	+7%	+$2.41M	0.33%	68
2024 Q4	$34M	Buy	532,741 +117,050	+28%	+$7.9M	0.29%	77
2024 Q3	$30.4M	Sell	415,691 -17,825	-4%	-$1.23M	0.25%	83
2024 Q2	$26.8M	Sell	433,516 -25,763	-6%	-$1.52M	0.23%	88
2024 Q1	$25.9M	Sell	459,279 -49,805	-10%	-$2.76M	0.21%	99
2023 Q4	$27.8M	Sell	509,084 -541,355	-52%	-$29.2M	0.23%	99
2023 Q3	$58.4M	Sell	1,050,439 -93,320	-8%	-$5.39M	0.38%	53
2023 Q2	$67.1M	Buy	1,143,759 +9,487	+0.8%	+$563K	0.37%	52
2023 Q1	$66.3M	Buy	1,134,272 +31,724	+3%	+$1.8M	0.37%	52
2022 Q4	$62.5M	Sell	1,102,548 -3,876	-0.4%	-$207K	0.35%	59
2022 Q3	$54.6M	Buy	1,106,424 +8,764	+0.8%	+$458K	0.32%	65
2022 Q2	$56.6M	Buy	1,097,660 +25,462	+2%	+$1.3M	0.31%	72
2022 Q1	$55M	Buy	1,072,198 +59,273	+6%	+$3.3M	0.27%	75
2021 Q4	$61.3M	Sell	1,012,925 -10,703	-1%	-$636K	0.28%	70
2021 Q3	$62.4M	Sell	1,023,628 -7,348	-0.7%	-$468K	0.31%	64
2021 Q2	$67.9M	Buy	1,030,976 +37,681	+4%	+$2.51M	0.34%	60
2021 Q1	$62.4M	Buy	993,295 +58,726	+6%	+$3.74M	0.35%	62
2020 Q4	$63.5M	Buy	934,569 +43,145	+5%	+$2.93M	0.38%	53
2020 Q3	$61.9M	Buy	891,424 +677,041	+316%	+$45.2M	0.4%	50
2020 Q2	$13.2M	Buy	214,383 +1,571	+0.7%	+$93.9K	0.1%	210
2020 Q1	$12.1M	Buy	212,812 +3,328	+2%	+$209K	0.1%	207
2019 Q4	$13.5M	Buy	209,484 +9,118	+5%	+$606K	0.09%	259
2019 Q3	$13.5M	Buy	200,366 +163,158	+439%	+$11.3M	0.09%	247
2019 Q2	$2.59M	Buy	37,208 +9,639	+35%	+$654K	0.02%	549
2019 Q1	$1.79M	Sell	27,569 -2,088	-7%	-$127K	0.01%	619
2018 Q4	$1.74M	Sell	29,657 -2,661	-8%	-$160K	0.01%	590
2018 Q3	$2M	Buy	32,318 +188	+0.6%	+$11.9K	0.01%	614
2018 Q2	$2M	Sell	32,130 -778	-2%	-$48.3K	0.01%	592
2018 Q1	$2.06M	Sell	32,908 -3,187	-9%	-$194K	0.02%	580
2017 Q4	$2.25M	Buy	36,095 +1,368	+4%	+$86.7K	0.02%	564
2017 Q3	$2.26M	Sell	34,727 -2,580	-7%	-$166K	0.02%	546
2017 Q2	$2.27M	Sell	37,307 -3,815	-9%	-$227K	0.02%	537
2017 Q1	$2.28M	Sell	41,122 -3,126	-7%	-$158K	0.02%	528
2016 Q4	$2.03M	Sell	44,248 -8,015	-15%	-$374K	0.02%	565
2016 Q3	$2.79M	Sell	52,263 -2,208	-4%	-$117K	0.03%	504
2016 Q2	$2.94M	Sell	54,471 -9,087	-14%	-$467K	0.03%	468
2016 Q1	$3.23M	Sell	63,558 -18,387	-22%	-$895K	0.04%	432
2015 Q4	$3.98M	Sell	81,945 -26,825	-25%	-$1.31M	0.05%	385
2015 Q3	$4.99M	Sell	108,770 -77,699	-42%	-$3.72M	0.06%	323
2015 Q2	$9.01M	Buy	186,469 +2,295	+1%	+$113K	0.1%	234
2015 Q1	$9.08M	Sell	184,174 -7,050	-4%	-$338K	0.11%	228
2014 Q4	$8.71M	Sell	191,224 -8,861	-4%	-$407K	0.13%	183
2014 Q3	$9.43M	Sell	200,085 -8,796	-4%	-$434K	0.16%	161
2014 Q2	$10.6M	Sell	208,881 -7,954	-4%	-$399K	0.2%	135
2014 Q1	$10.4M	Buy	216,835 +163,004	+303%	+$7.36M	0.22%	107
2013 Q4	$2.5M	Sell	53,831 -50,445	-48%	-$2.26M	0.08%	215
2013 Q3	$4.53M	Buy	104,276 +97,312	+1,397%	+$4.41M	0.14%	155
2013 Q2	$317K	Buy	+6,964	New	+$331K	0.01%	590