AFCM
Applied Finance Capital Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
12,887
-2,548
| -17% | -$156K | 0.05% | 152 |
|
|
2025
Q1 | $919K | Buy |
15,435
+2,636
| +21% | +$157K | 0.07% | 120 |
|
|
2024
Q4 | $726K | Sell |
12,799
-1,284
| -9% | -$72.8K | 0.03% | 140 |
|
|
2024
Q3 | $915K | Buy |
14,083
+5,313
| +61% | +$345K | 0.04% | 125 |
|
|
2024
Q2 | $482K | Buy |
8,770
+2,755
| +46% | +$151K | 0.02% | 195 |
|
|
2024
Q1 | $302K | Hold |
6,015
| – | – | 0.02% | 73 |
|
|
2023
Q4 | $292K | Sell |
6,015
-40
| -0.7% | -$1.94K | 0.03% | 72 |
|
|
2023
Q3 | $299K | Buy |
6,055
+379
| +7% | +$18.7K | 0.03% | 61 |
|
|
2023
Q2 | $296K | Buy |
5,676
+559
| +11% | +$29.1K | 0.03% | 61 |
|
|
2023
Q1 | $266K | Buy |
5,117
+521
| +11% | +$27.1K | 0.03% | 55 |
|
|
2022
Q4 | $231K | Buy |
+4,596
| New | +$231K | 0.03% | 59 |
|