Birch Hill Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
4,000
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $238K | Sell |
4,000
-2,020
| -34% | -$120K | 0.01% | 174 |
|
|
2024
Q4 | $341K | Buy |
6,020
+20
| +0.3% | +$1.13K | 0.02% | 156 |
|
|
2024
Q3 | $390K | Hold |
6,000
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $330K | Hold |
6,000
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $301K | Sell |
6,000
-200
| -3% | -$10K | 0.01% | 146 |
|
|
2023
Q4 | $301K | Hold |
6,200
| – | – | 0.02% | 140 |
|
|
2023
Q3 | $306K | Buy |
6,200
+1,300
| +27% | +$64.2K | 0.02% | 135 |
|
|
2023
Q2 | $255K | Sell |
4,900
-198
| -4% | -$10.3K | 0.01% | 143 |
|
|
2023
Q1 | $265K | Sell |
5,098
-142
| -3% | -$7.37K | 0.02% | 138 |
|
|
2022
Q4 | $264K | Hold |
5,240
| – | – | 0.02% | 136 |
|
|
2022
Q3 | $230K | Hold |
5,240
| – | – | 0.02% | 136 |
|
|
2022
Q2 | $240K | Sell |
5,240
-565
| -10% | -$25.9K | 0.02% | 139 |
|
|
2022
Q1 | $265K | Sell |
5,805
-1,039
| -15% | -$47.4K | 0.01% | 144 |
|
|
2021
Q4 | $368K | Sell |
6,844
-593
| -8% | -$31.9K | 0.02% | 140 |
|
|
2021
Q3 | $403K | Sell |
7,437
-350
| -4% | -$19K | 0.02% | 130 |
|
|
2021
Q2 | $456K | Hold |
7,787
| – | – | 0.02% | 124 |
|
|
2021
Q1 | $435K | Hold |
7,787
| – | – | 0.02% | 120 |
|
|
2020
Q4 | $470K | Buy |
+7,787
| New | +$470K | 0.03% | 111 |
|