Bard Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Hold |
33,800
| – | – | 0.25% | 84 |
|
|
2025
Q1 | $2.01M | Sell |
33,800
-650
| -2% | -$38.7K | 0.25% | 85 |
|
|
2024
Q4 | $1.95M | Hold |
34,450
| – | – | 0.23% | 88 |
|
|
2024
Q3 | $2.24M | Sell |
34,450
-7,000
| -17% | -$455K | 0.26% | 80 |
|
|
2024
Q2 | $2.28M | Sell |
41,450
-8,165
| -16% | -$449K | 0.24% | 82 |
|
|
2024
Q1 | $2.49M | Sell |
49,615
-1,180
| -2% | -$59.2K | 0.26% | 79 |
|
|
2023
Q4 | $2.46M | Sell |
50,795
-525
| -1% | -$25.5K | 0.28% | 79 |
|
|
2023
Q3 | $2.54M | Sell |
51,320
-2,225
| -4% | -$110K | 0.31% | 71 |
|
|
2023
Q2 | $2.79M | Sell |
53,545
-1,700
| -3% | -$88.6K | 0.21% | 97 |
|
|
2023
Q1 | $2.87M | Sell |
55,245
-9,670
| -15% | -$502K | 0.23% | 91 |
|
|
2022
Q4 | $3.27M | Sell |
64,915
-16,070
| -20% | -$809K | 0.28% | 84 |
|
|
2022
Q3 | $3.55M | Buy |
80,985
+5,050
| +7% | +$221K | 0.33% | 76 |
|
|
2022
Q2 | $3.48M | Buy |
75,935
+52,160
| +219% | +$2.39M | 0.32% | 76 |
|
|
2022
Q1 | $1.08M | Buy |
23,775
+1,775
| +8% | +$80.9K | 0.09% | 151 |
|
|
2021
Q4 | $1.18M | Hold |
22,000
| – | – | 0.1% | 138 |
|
|
2021
Q3 | $1.19M | Hold |
22,000
| – | – | 0.11% | 132 |
|
|
2021
Q2 | $1.29M | Hold |
22,000
| – | – | 0.11% | 128 |
|
|
2021
Q1 | $1.23M | Hold |
22,000
| – | – | 0.12% | 125 |
|
|
2020
Q4 | $1.33M | Buy |
+22,000
| New | +$1.33M | 0.13% | 120 |
|