Valeo Financial Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
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|
2025
Q1 | $850K | Buy |
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|
2024
Q4 | $807K | Buy |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $919K | Sell |
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|
2024
Q1 | $900K | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $898K | Buy |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $793K | Sell |
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|
2021
Q3 | $834K | Buy |
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|
2021
Q2 | $801K | Buy |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $858K | Buy |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $172K | Buy |
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|
2020
Q1 | $148K | Sell |
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|
2019
Q4 | $281K | Sell |
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|
2019
Q3 | $305K | Sell |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $323K | Sell |
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|
2018
Q4 | $318K | Buy |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $358K | Sell |
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|
2017
Q4 | $365K | Sell |
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|
2017
Q3 | $448K | Buy |
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