Belpointe Asset Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,893
| Closed | -$358K | – | 3222 |
|
|
2023
Q1 | $358K | Sell |
6,893
-4,014
| -37% | -$208K | 0.02% | 678 |
|
|
2022
Q4 | $549K | Sell |
10,907
-105
| -1% | -$5.29K | 0.03% | 497 |
|
|
2022
Q3 | $483K | Buy |
11,012
+1,022
| +10% | +$44.8K | 0.03% | 517 |
|
|
2022
Q2 | $458K | Buy |
9,990
+3,948
| +65% | +$181K | 0.03% | 521 |
|
|
2022
Q1 | $276K | Buy |
6,042
+973
| +19% | +$44.4K | 0.02% | 769 |
|
|
2021
Q4 | $273K | Buy |
5,069
+66
| +1% | +$3.56K | 0.02% | 753 |
|
|
2021
Q3 | $271K | Buy |
5,003
+923
| +23% | +$50K | 0.02% | 733 |
|
|
2021
Q2 | $238K | Sell |
4,080
-6
| -0.1% | -$350 | 0.02% | 768 |
|
|
2021
Q1 | $228K | Sell |
4,086
-982
| -19% | -$54.8K | 0.02% | 700 |
|
|
2020
Q4 | $306K | Buy |
5,068
+2,000
| +65% | +$121K | 0.03% | 549 |
|
|
2020
Q3 | $189K | Sell |
3,068
-101
| -3% | -$6.22K | 0.02% | 571 |
|
|
2020
Q2 | $174K | Buy |
3,169
+272
| +9% | +$14.9K | 0.02% | 562 |
|
|
2020
Q1 | $146K | Sell |
2,897
-665
| -19% | -$33.5K | 0.03% | 508 |
|
|
2019
Q4 | $204K | Buy |
3,562
+505
| +17% | +$28.9K | 0.03% | 530 |
|
|
2019
Q3 | $184K | Buy |
3,057
+231
| +8% | +$13.9K | 0.03% | 488 |
|
|
2019
Q2 | $175K | Buy |
2,826
+865
| +44% | +$53.6K | 0.03% | 447 |
|
|
2019
Q1 | $113K | Buy |
+1,961
| New | +$113K | 0.02% | 423 |
|
|
2018
Q4 | – | Sell |
-2,044
| Closed | -$112K | – | 633 |
|
|
2018
Q3 | $112K | Buy |
+2,044
| New | +$112K | 0.02% | 614 |
|