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 |
|