Advisory Research’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
86,777
+4,513
| +5% | +$276K | 0.82% | 35 |
|
|
2025
Q1 | $4.9M | Sell |
82,264
-5,239
| -6% | -$312K | 0.86% | 32 |
|
|
2024
Q4 | $4.96M | Sell |
87,503
-964
| -1% | -$54.7K | 0.82% | 35 |
|
|
2024
Q3 | $5.75M | Buy |
88,467
+32,988
| +59% | +$2.14M | 1.02% | 32 |
|
|
2024
Q2 | $3.05M | Buy |
+55,479
| New | +$3.05M | 0.57% | 44 |
|
|
2024
Q1 | – | Sell |
-5,511
| Closed | -$267K | – | 315 |
|
|
2023
Q4 | $267K | Sell |
5,511
-462
| -8% | -$22.4K | 0.04% | 300 |
|
|
2023
Q3 | $295K | Sell |
5,973
-1,487
| -20% | -$73.5K | 0.04% | 380 |
|
|
2023
Q2 | $389K | Buy |
7,460
+1,680
| +29% | +$87.6K | 0.05% | 332 |
|
|
2023
Q1 | $300K | Buy |
5,780
+1,378
| +31% | +$71.6K | 0.05% | 291 |
|
|
2022
Q4 | $222K | Buy |
+4,402
| New | +$222K | 0.02% | 324 |
|
|
2020
Q3 | – | Sell |
-7,317
| Closed | -$402K | – | 343 |
|
|
2020
Q2 | $402K | Sell |
7,317
-3,478
| -32% | -$191K | 0.04% | 258 |
|
|
2020
Q1 | $546K | Sell |
10,795
-258,342
| -96% | -$13.1M | 0.04% | 181 |
|
|
2019
Q4 | $15.4M | Buy |
269,137
+2,490
| +0.9% | +$142K | 0.71% | 58 |
|
|
2019
Q3 | $16M | Sell |
266,647
-12,622
| -5% | -$759K | 0.77% | 51 |
|
|
2019
Q2 | $17.3M | Sell |
279,269
-7,017
| -2% | -$435K | 0.34% | 81 |
|
|
2019
Q1 | $16.5M | Buy |
286,286
+3,171
| +1% | +$183K | 0.32% | 80 |
|
|
2018
Q4 | $14.8M | Sell |
283,115
-9,109
| -3% | -$476K | 0.31% | 90 |
|
|
2018
Q3 | $16.1M | Sell |
292,224
-23,346
| -7% | -$1.28M | 0.26% | 96 |
|
|
2018
Q2 | $17.4M | Sell |
315,570
-7,716
| -2% | -$427K | 0.28% | 97 |
|
|
2018
Q1 | $18M | Buy |
323,286
+12,760
| +4% | +$709K | 0.32% | 90 |
|
|
2017
Q4 | $17.2M | Sell |
310,526
-680
| -0.2% | -$37.6K | 0.28% | 92 |
|
|
2017
Q3 | $18M | Sell |
311,206
-138,607
| -31% | -$8.03M | 0.29% | 90 |
|
|
2017
Q2 | $24.3M | Buy |
449,813
+271,534
| +152% | +$14.7M | 0.38% | 71 |
|
|
2017
Q1 | $8.8M | Buy |
+178,279
| New | +$8.8M | 0.13% | 112 |
|
|
2015
Q2 | – | Sell |
-6,897
| Closed | -$288K | – | 335 |
|
|
2015
Q1 | $288K | Buy |
+6,897
| New | +$288K | ﹤0.01% | 313 |
|
|
2014
Q4 | – | Sell |
-6,168
| Closed | -$258K | – | 348 |
|
|
2014
Q3 | $258K | Sell |
6,168
-385,368
| -98% | -$16.1M | ﹤0.01% | 312 |
|
|
2014
Q2 | $17.7M | Sell |
391,536
-26,511
| -6% | -$1.2M | 0.16% | 125 |
|
|
2014
Q1 | $17.9M | Sell |
418,047
-90,631
| -18% | -$3.88M | 0.18% | 120 |
|
|
2013
Q4 | $21M | Buy |
508,678
+8,294
| +2% | +$342K | 0.22% | 115 |
|
|
2013
Q3 | $19.3M | Buy |
500,384
+6,546
| +1% | +$253K | 0.21% | 122 |
|
|
2013
Q2 | $20M | Buy |
+493,838
| New | +$20M | 0.23% | 115 |
|