Valeo 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 | $937K | Buy |
15,320
+1,044
| +7% | +$63.9K | 0.02% | 317 |
|
|
2025
Q1 | $850K | Buy |
14,276
+50
| +0.4% | +$2.98K | 0.02% | 289 |
|
|
2024
Q4 | $807K | Buy |
14,226
+106
| +0.8% | +$6.01K | 0.02% | 307 |
|
|
2024
Q3 | $917K | Sell |
14,120
-2,595
| -16% | -$169K | 0.03% | 275 |
|
|
2024
Q2 | $919K | Sell |
16,715
-2,014
| -11% | -$111K | 0.03% | 255 |
|
|
2024
Q1 | $900K | Sell |
18,729
-5,668
| -23% | -$272K | 0.03% | 257 |
|
|
2023
Q4 | $1.18M | Sell |
24,397
-123
| -0.5% | -$5.96K | 0.05% | 201 |
|
|
2023
Q3 | $1.21M | Sell |
24,520
-2,005
| -8% | -$99K | 0.06% | 181 |
|
|
2023
Q2 | $1.38M | Sell |
26,525
-101
| -0.4% | -$5.27K | 0.06% | 168 |
|
|
2023
Q1 | $1.38M | Sell |
26,626
-3,363
| -11% | -$175K | 0.07% | 177 |
|
|
2022
Q4 | $1.51M | Sell |
29,989
-669
| -2% | -$33.7K | 0.08% | 143 |
|
|
2022
Q3 | $1.34M | Buy |
30,658
+11,060
| +56% | +$485K | 0.09% | 136 |
|
|
2022
Q2 | $898K | Buy |
19,598
+5,575
| +40% | +$255K | 0.06% | 174 |
|
|
2022
Q1 | $639K | Sell |
14,023
-716
| -5% | -$32.6K | 0.03% | 264 |
|
|
2021
Q4 | $793K | Sell |
14,739
-642
| -4% | -$34.5K | 0.04% | 219 |
|
|
2021
Q3 | $834K | Buy |
15,381
+1,687
| +12% | +$91.5K | 0.05% | 200 |
|
|
2021
Q2 | $801K | Buy |
13,694
+614
| +5% | +$35.9K | 0.05% | 180 |
|
|
2021
Q1 | $730K | Sell |
13,080
-1,138
| -8% | -$63.5K | 0.03% | 212 |
|
|
2020
Q4 | $858K | Buy |
14,218
+9,984
| +236% | +$602K | 0.04% | 171 |
|
|
2020
Q3 | $261K | Buy |
4,234
+1,107
| +35% | +$68.2K | 0.02% | 269 |
|
|
2020
Q2 | $172K | Buy |
3,127
+274
| +10% | +$15.1K | 0.02% | 343 |
|
|
2020
Q1 | $148K | Sell |
2,853
-2,066
| -42% | -$107K | 0.02% | 341 |
|
|
2019
Q4 | $281K | Sell |
4,919
-153
| -3% | -$8.74K | 0.03% | 259 |
|
|
2019
Q3 | $305K | Sell |
5,072
-751
| -13% | -$45.2K | 0.03% | 226 |
|
|
2019
Q2 | $361K | Buy |
5,823
+235
| +4% | +$14.6K | 0.04% | 208 |
|
|
2019
Q1 | $323K | Sell |
5,588
-499
| -8% | -$28.8K | 0.04% | 212 |
|
|
2018
Q4 | $318K | Buy |
6,087
+61
| +1% | +$3.19K | 0.04% | 201 |
|
|
2018
Q3 | $319K | Buy |
6,026
+785
| +15% | +$41.6K | 0.04% | 215 |
|
|
2018
Q2 | $293K | Sell |
5,241
-1,200
| -19% | -$67.1K | 0.04% | 231 |
|
|
2018
Q1 | $358K | Sell |
6,441
-155
| -2% | -$8.62K | 0.06% | 188 |
|
|
2017
Q4 | $365K | Sell |
6,596
-1,125
| -15% | -$62.3K | 0.06% | 179 |
|
|
2017
Q3 | $448K | Buy |
+7,721
| New | +$448K | 0.1% | 136 |
|