Atria 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
$3.45M Buy
56,360
+5,981
+12% +$366K 0.04% 523
2025
Q1
$3M Sell
50,379
-4,652
-8% -$277K 0.04% 545
2024
Q4
$3.12M Buy
55,031
+4,399
+9% +$249K 0.04% 515
2024
Q3
$3.29M Sell
50,632
-13,027
-20% -$846K 0.04% 490
2024
Q2
$3.5M Sell
63,659
-11,776
-16% -$648K 0.05% 448
2024
Q1
$3.79M Buy
75,435
+20
+0% +$1K 0.05% 420
2023
Q4
$3.66M Sell
75,415
-16,170
-18% -$784K 0.06% 380
2023
Q3
$4.53M Buy
91,585
+4,014
+5% +$198K 0.08% 306
2023
Q2
$4.57M Buy
87,571
+6,649
+8% +$347K 0.08% 284
2023
Q1
$4.2M Sell
80,922
-1,511
-2% -$78.5K 0.08% 303
2022
Q4
$4.15M Buy
82,433
+9,660
+13% +$486K 0.09% 290
2022
Q3
$3.19M Sell
72,773
-8,806
-11% -$386K 0.07% 337
2022
Q2
$3.74M Buy
81,579
+17,653
+28% +$809K 0.08% 316
2022
Q1
$2.91M Sell
63,926
-55,875
-47% -$2.55M 0.05% 439
2021
Q4
$6.44M Buy
119,801
+4,274
+4% +$230K 0.11% 217
2021
Q3
$6.26M Buy
115,527
+7,631
+7% +$414K 0.11% 198
2021
Q2
$6.31M Buy
107,896
+20,146
+23% +$1.18M 0.12% 191
2021
Q1
$4.9M Buy
87,750
+13,910
+19% +$777K 0.11% 214
2020
Q4
$4.46M Buy
73,840
+42,047
+132% +$2.54M 0.11% 211
2020
Q3
$1.96M Buy
31,793
+6,087
+24% +$375K 0.06% 348
2020
Q2
$1.41M Buy
+25,706
New +$1.41M 0.05% 403
2020
Q1
Sell
-10,058
Closed -$575K 1154
2019
Q4
$575K Buy
+10,058
New +$575K 0.02% 730
2019
Q3
Sell
-4,522
Closed -$269K 969
2019
Q2
$269K Buy
+4,522
New +$269K 0.01% 787
2018
Q2
Sell
-4,481
Closed -$249K 1008
2018
Q1
$249K Sell
4,481
-3,669
-45% -$204K 0.01% 740
2017
Q4
$451K Buy
8,150
+182
+2% +$10.1K 0.02% 505
2017
Q3
$462K Sell
7,968
-948
-11% -$55K 0.03% 474
2017
Q2
$483K Sell
8,916
-5,036
-36% -$273K 0.03% 435
2017
Q1
$688K Sell
13,952
-5,010
-26% -$247K 0.04% 330
2016
Q4
$772K Buy
18,962
+963
+5% +$39.2K 0.06% 264
2016
Q3
$853K Buy
17,999
+2,243
+14% +$106K 0.08% 221
2016
Q2
$745K Sell
15,756
-401
-2% -$19K 0.08% 191
2016
Q1
$730K Buy
16,157
+627
+4% +$28.3K 0.08% 185
2015
Q4
$628K Buy
15,530
+2,377
+18% +$96.1K 0.07% 196
2015
Q3
$536K Sell
13,153
-468
-3% -$19.1K 0.07% 185
2015
Q2
$585K Buy
13,621
+879
+7% +$37.8K 0.07% 216
2015
Q1
$531K Sell
12,742
-2,144
-14% -$89.3K 0.06% 231
2014
Q4
$603K Sell
14,886
-430
-3% -$17.4K 0.06% 227
2014
Q3
$642K Buy
15,316
+469
+3% +$19.7K 0.07% 248
2014
Q2
$673K Buy
14,847
+136
+0.9% +$6.17K 0.07% 232
2014
Q1
$629K Buy
14,711
+245
+2% +$10.5K 0.06% 247
2013
Q4
$596K Sell
14,466
-3,545
-20% -$146K 0.06% 263
2013
Q3
$695K Sell
18,011
-331
-2% -$12.8K 0.07% 228
2013
Q2
$742K Buy
+18,342
New +$742K 0.09% 133