Legacy Financial Advisors, Inc. Unilever PLC Transaction History

Legacy Financial Advisors, Inc.

$502 Million
Q1 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Unilever PLC stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 15,659 shares of UL stock, worth $868,917. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,659

Previous 12,165 28.72%

Holding current value

$868,917

Previous $589,000 33.28%

% of portfolio

0.16%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$46.99 - $51.22 $164,183 - $178,962	3,494 Added 28.72%	15,659 $785,000
Q4 2023 Feb 06, 2024	SELL	$46.26 - $48.94 $149,743 - $158,418	-3,237 Reduced 21.02%	12,165 $589,000
Q3 2023 Nov 13, 2023	BUY	$48.8 - $54.19 $139,958 - $155,416	2,868 Added 22.88%	15,402 $760,000
Q2 2023 Aug 08, 2023	BUY	$49.84 - $55.56 $101,274 - $112,897	2,032 Added 19.35%	12,534 $653,000
Q1 2023 May 03, 2023	BUY	$48.68 - $51.98 $54,132 - $57,801	1,112 Added 11.84%	10,502 $545,000

Q4 2022 Feb 06, 2023	BUY	$43.24 - $51.51 $40,472 - $48,213	936 Added 11.07%	9,390 $472,000
Q3 2022 Nov 09, 2022	BUY	$43.31 - $48.9 $58,078 - $65,574	1,341 Added 18.85%	8,454 $371,000
Q2 2022 Aug 08, 2022	BUY	$43.05 - $48.33 $306,214 - $343,771	7,113 New	7,113 $326,000
Q1 2022 May 04, 2022	SELL	$43.71 - $54.29 $231,619 - $287,682	-5,299 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$50.61 - $54.21 $64,224 - $68,792	1,269 Added 31.49%	5,299 $285,000
Q3 2021 Oct 26, 2021	SELL	$53.95 - $60.15 $1,834 - $2,045	-34 Reduced 0.84%	4,030 $218,000
Q2 2021 Jul 21, 2021	BUY	$55.86 - $61.05 $227,015 - $248,107	4,064 New	4,064 $238,000
Q1 2021 Apr 28, 2021	SELL	$52.06 - $60.97 $183,719 - $215,163	-3,529 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$56.83 - $63.44 $200,553 - $223,879	3,529 New	3,529 $213,000
Q2 2019 Aug 07, 2019	SELL	$57.26 - $63.16 $10,020 - $11,053	-175 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$51.6 - $57.83 $12,590 - $14,110	-244 Reduced 58.23%	175 $10,000
Q4 2018 Jan 16, 2019	BUY	$50.97 - $55.23 $13,914 - $15,077	273 Added 186.99%	419 $22,000
Q3 2018 Oct 30, 2018	BUY	$54.54 - $57.74 $4,254 - $4,503	78 Added 114.71%	146 $8,000
Q2 2018 Jul 17, 2018	BUY	$53.51 - $56.46 $3,638 - $3,839	68 New	68 $4,000
Q1 2018 Apr 12, 2018	SELL	$51.2 - $57.66 $9,728 - $10,955	-190 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$54.11 - $59.92 $10,280 - $11,384	190	190 $10,000

Others Institutions Holding UL

# of Institutions

1,178

Shares Held

247M

Call Options Held

1.9M

Put Options Held

584K

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About UNILEVER PLC

Ticker UL
Exchange OTC
Sector Consumer Defensive
Industry Household & Personal Products
Shares Outstandng 2,535,589,888
Market Cap $141B
Description
Unilever PLC operates as a fast-moving consumer goods company. It operates through Beauty & Personal Care, Foods & Refreshment, and Home Care segments. The Beauty & Personal Care segment provides skin care and hair care products, deodorants, and skin cleansing products. The Foods & Refreshment segment offers ice cream, soups, bou...

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Legacy Financial Advisors, Inc. Unilever PLC Transaction History