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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $616K | Buy |
10,245
+639
| +7% | +$36.9K | 0.01% | 399 |
|
|
2026
Q1 | $547K | Sell |
9,606
-3,695
| -28% | -$248K | 0.01% | 391 |
|
|
2025
Q4 | $870K | Buy |
13,301
+75
| +0.6% | +$5.04K | 0.02% | 332 |
|
|
2025
Q3 | $882K | Sell |
13,226
-392
| -3% | -$27.1K | 0.02% | 334 |
|
|
2025
Q2 | $937K | Buy |
13,618
+928
| +7% | +$65.1K | 0.02% | 319 |
|
|
2025
Q1 | $850K | Buy |
12,690
+45
| +0.4% | +$2.9K | 0.02% | 290 |
|
|
2024
Q4 | $807K | Buy |
12,645
+94
| +0.7% | +$6.35K | 0.02% | 312 |
|
|
2024
Q3 | $917K | Sell |
12,551
-2,307
| -16% | -$159K | 0.03% | 277 |
|
|
2024
Q2 | $919K | Sell |
14,858
-1,790
| -11% | -$106K | 0.03% | 255 |
|
|
2024
Q1 | $900K | Sell |
16,648
-5,038
| -23% | -$279K | 0.03% | 257 |
|
|
2023
Q4 | $1.18M | Sell |
21,686
-110
| -0.5% | -$5.93K | 0.05% | 201 |
|
|
2023
Q3 | $1.21M | Sell |
21,796
-1,782
| -8% | -$103K | 0.06% | 181 |
|
|
2023
Q2 | $1.38M | Sell |
23,578
-90
| -0.4% | -$5.34K | 0.06% | 168 |
|
|
2023
Q1 | $1.38M | Sell |
23,668
-2,989
| -11% | -$170K | 0.07% | 177 |
|
|
2022
Q4 | $1.51M | Sell |
26,657
-595
| -2% | -$31.8K | 0.08% | 143 |
|
|
2022
Q3 | $1.34M | Buy |
27,252
+9,832
| +56% | +$514K | 0.09% | 136 |
|
|
2022
Q2 | $898K | Buy |
17,420
+4,955
| +40% | +$252K | 0.06% | 174 |
|
|
2022
Q1 | $639K | Sell |
12,465
-636
| -5% | -$35.4K | 0.03% | 275 |
|
|
2021
Q4 | $793K | Sell |
13,101
-571
| -4% | -$33.9K | 0.04% | 222 |
|
|
2021
Q3 | $834K | Buy |
13,672
+1,500
| +12% | +$95.6K | 0.05% | 209 |
|
|
2021
Q2 | $801K | Buy |
12,172
+545
| +5% | +$36.2K | 0.05% | 191 |
|
|
2021
Q1 | $730K | Sell |
11,627
-1,011
| -8% | -$64.4K | 0.03% | 219 |
|
|
2020
Q4 | $858K | Buy |
12,638
+8,874
| +236% | +$602K | 0.04% | 171 |
|
|
2020
Q3 | $261K | Buy |
3,764
+984
| +35% | +$65.7K | 0.02% | 277 |
|
|
2020
Q2 | $172K | Buy |
2,780
+244
| +10% | +$14.6K | 0.02% | 352 |
|
|
2020
Q1 | $148K | Sell |
2,536
-1,836
| -42% | -$115K | 0.02% | 346 |
|
|
2019
Q4 | $281K | Sell |
4,372
-136
| -3% | -$9.03K | 0.03% | 259 |
|
|
2019
Q3 | $305K | Sell |
4,508
-668
| -13% | -$46.3K | 0.03% | 226 |
|
|
2019
Q2 | $361K | Buy |
5,176
+209
| +4% | +$14.2K | 0.04% | 208 |
|
|
2019
Q1 | $323K | Sell |
4,967
-444
| -8% | -$27K | 0.04% | 213 |
|
|
2018
Q4 | $318K | Buy |
5,411
+55
| +1% | +$3.31K | 0.04% | 201 |
|
|
2018
Q3 | $319K | Buy |
5,356
+697
| +15% | +$44K | 0.04% | 215 |
|
|
2018
Q2 | $293K | Sell |
4,659
-1,066
| -19% | -$66.2K | 0.04% | 231 |
|
|
2018
Q1 | $358K | Sell |
5,725
-138
| -2% | -$8.4K | 0.06% | 188 |
|
|
2017
Q4 | $365K | Sell |
5,863
-1,000
| -15% | -$63.4K | 0.06% | 179 |
|
|
2017
Q3 | $448K | Buy |
+6,863
| New | +$441K | 0.1% | 137 |
|
Other funds holding UL
HCM
CCMIC
ERP
RT
CIG
GHAM
MCP
NCM
SP
BCFS