Alpha Cubed Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5M | Buy |
286,901
+854
| +0.3% | +$52.2K | 0.67% | 39 |
|
|
2025
Q1 | $17M | Buy |
286,047
+21,309
| +8% | +$1.27M | 0.76% | 39 |
|
|
2024
Q4 | $15M | Buy |
264,738
+29,282
| +12% | +$1.66M | 0.69% | 40 |
|
|
2024
Q3 | $15.3M | Sell |
235,456
-7,284
| -3% | -$473K | 0.68% | 42 |
|
|
2024
Q2 | $13.3M | Sell |
242,740
-2,816
| -1% | -$155K | 0.64% | 44 |
|
|
2024
Q1 | $12.3M | Buy |
245,556
+112,838
| +85% | +$5.66M | 0.64% | 43 |
|
|
2023
Q4 | $6.43M | Sell |
132,718
-47,636
| -26% | -$2.31M | 0.36% | 64 |
|
|
2023
Q3 | $8.91M | Sell |
180,354
-16,544
| -8% | -$817K | 0.6% | 47 |
|
|
2023
Q2 | $10.3M | Buy |
196,898
+82,577
| +72% | +$4.3M | 0.69% | 43 |
|
|
2023
Q1 | $5.94M | Buy |
+114,321
| New | +$5.94M | 0.43% | 59 |
|
|
2019
Q2 | – | Sell |
-3,578
| Closed | -$207K | – | 267 |
|
|
2019
Q1 | $207K | Buy |
+3,578
| New | +$207K | 0.03% | 224 |
|
|
2018
Q4 | – | Sell |
-4,693
| Closed | -$254K | – | 309 |
|
|
2018
Q3 | $254K | Sell |
4,693
-2,142
| -31% | -$116K | 0.03% | 264 |
|
|
2018
Q2 | $378K | Buy |
6,835
+1,750
| +34% | +$96.8K | 0.05% | 147 |
|
|
2018
Q1 | $283K | Sell |
5,085
-2,344
| -32% | -$130K | 0.04% | 177 |
|
|
2017
Q4 | $411K | Hold |
7,429
| – | – | 0.05% | 159 |
|
|
2017
Q3 | $431K | Buy |
7,429
+210
| +3% | +$12.2K | 0.06% | 144 |
|
|
2017
Q2 | $391K | Buy |
7,219
+1,450
| +25% | +$78.5K | 0.07% | 135 |
|
|
2017
Q1 | $285K | Buy |
+5,769
| New | +$285K | 0.06% | 152 |
|