Altavista Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $2.19M | Buy |
40,639
+4,716
| +13% | +$254K | 0.44% | 47 |
|
2021
Q3 | $1.95M | Sell |
35,923
-3,570
| -9% | -$194K | 0.43% | 48 |
|
2021
Q2 | $2.31M | Sell |
39,493
-1,971
| -5% | -$115K | 0.5% | 45 |
|
2021
Q1 | $2.32M | Sell |
41,464
-3,939
| -9% | -$220K | 0.56% | 43 |
|
2020
Q4 | $2.74M | Sell |
45,403
-13,879
| -23% | -$838K | 0.69% | 37 |
|
2020
Q3 | $3.66M | Sell |
59,282
-566
| -0.9% | -$34.9K | 1.01% | 31 |
|
2020
Q2 | $3.28M | Buy |
59,848
+170
| +0.3% | +$9.33K | 0.95% | 34 |
|
2020
Q1 | $3.02M | Buy |
59,678
+3,561
| +6% | +$180K | 1.03% | 30 |
|
2019
Q4 | $3.21M | Buy |
56,117
+1,324
| +2% | +$75.7K | 0.95% | 32 |
|
2019
Q3 | $3.29M | Buy |
54,793
+1,829
| +3% | +$110K | 1.02% | 32 |
|
2019
Q2 | $3.28M | Sell |
52,964
-169
| -0.3% | -$10.5K | 1.05% | 32 |
|
2019
Q1 | $3.07M | Buy |
53,133
+3,152
| +6% | +$182K | 1.09% | 33 |
|
2018
Q4 | $2.61M | Buy |
49,981
+4,040
| +9% | +$211K | 1.07% | 32 |
|
2018
Q3 | $2.53M | Buy |
45,941
+9,268
| +25% | +$509K | 0.94% | 36 |
|
2018
Q2 | $2.03M | Sell |
36,673
-935
| -2% | -$51.7K | 0.81% | 39 |
|
2018
Q1 | $2.09M | Buy |
37,608
+2,727
| +8% | +$152K | 0.88% | 37 |
|
2017
Q4 | $1.93M | Buy |
34,881
+58
| +0.2% | +$3.21K | 0.82% | 39 |
|
2017
Q3 | $2.02M | Sell |
34,823
-851
| -2% | -$49.3K | 0.96% | 37 |
|
2017
Q2 | $1.93M | Sell |
35,674
-887
| -2% | -$48K | 0.96% | 34 |
|
2017
Q1 | $1.8M | Buy |
36,561
+390
| +1% | +$19.2K | 0.9% | 35 |
|
2016
Q4 | $1.47M | Sell |
36,171
-137
| -0.4% | -$5.58K | 0.8% | 40 |
|
2016
Q3 | $1.72M | Sell |
36,308
-814
| -2% | -$38.6K | 0.94% | 37 |
|
2016
Q2 | $1.78M | Buy |
37,122
+2,130
| +6% | +$102K | 0.98% | 37 |
|
2016
Q1 | $1.58M | Buy |
34,992
+487
| +1% | +$22K | 0.89% | 40 |
|
2015
Q4 | $1.49M | Buy |
34,505
+2,710
| +9% | +$117K | 0.88% | 38 |
|
2015
Q3 | $1.3M | Buy |
31,795
+3,600
| +13% | +$147K | 0.85% | 39 |
|
2015
Q2 | $1.21M | Buy |
28,195
+6,030
| +27% | +$259K | 0.74% | 42 |
|
2015
Q1 | $925K | Buy |
22,165
+4,110
| +23% | +$172K | 0.57% | 50 |
|
2014
Q4 | $722K | Buy |
+18,055
| New | +$722K | 0.45% | 54 |
|