Boston Family Office’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
3,511
| – | – | 0.01% | 276 |
|
|
2025
Q1 | $209K | Buy |
+3,511
| New | +$209K | 0.01% | 272 |
|
|
2024
Q4 | – | Sell |
-3,511
| Closed | -$228K | – | 283 |
|
|
2024
Q3 | $228K | Sell |
3,511
-387
| -10% | -$25.1K | 0.02% | 259 |
|
|
2024
Q2 | $214K | Sell |
3,898
-192
| -5% | -$10.5K | 0.02% | 254 |
|
|
2024
Q1 | $205K | Sell |
4,090
-950
| -19% | -$47.6K | 0.01% | 254 |
|
|
2023
Q4 | $244K | Hold |
5,040
| – | – | 0.02% | 233 |
|
|
2023
Q3 | $249K | Hold |
5,040
| – | – | 0.02% | 227 |
|
|
2023
Q2 | $262K | Sell |
5,040
-400
| -7% | -$20.8K | 0.02% | 230 |
|
|
2023
Q1 | $282K | Hold |
5,440
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $274K | Hold |
5,440
| – | – | 0.02% | 239 |
|
|
2022
Q3 | $238K | Hold |
5,440
| – | – | 0.02% | 246 |
|
|
2022
Q2 | $249K | Hold |
5,440
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $248K | Sell |
5,440
-1,000
| -16% | -$45.6K | 0.02% | 263 |
|
|
2021
Q4 | $346K | Hold |
6,440
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $349K | Sell |
6,440
-190
| -3% | -$10.3K | 0.03% | 230 |
|
|
2021
Q2 | $388K | Hold |
6,630
| – | – | 0.03% | 223 |
|
|
2021
Q1 | $370K | Hold |
6,630
| – | – | 0.03% | 228 |
|
|
2020
Q4 | $400K | Hold |
6,630
| – | – | 0.03% | 217 |
|
|
2020
Q3 | $409K | Hold |
6,630
| – | – | 0.04% | 192 |
|
|
2020
Q2 | $364K | Hold |
6,630
| – | – | 0.04% | 199 |
|
|
2020
Q1 | $335K | Hold |
6,630
| – | – | 0.04% | 199 |
|
|
2019
Q4 | $379K | Hold |
6,630
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $398K | Sell |
6,630
-40
| -0.6% | -$2.4K | 0.04% | 211 |
|
|
2019
Q2 | $413K | Sell |
6,670
-55
| -0.8% | -$3.41K | 0.04% | 207 |
|
|
2019
Q1 | $388K | Sell |
6,725
-175
| -3% | -$10.1K | 0.04% | 211 |
|
|
2018
Q4 | $361K | Buy |
6,900
+450
| +7% | +$23.5K | 0.04% | 208 |
|
|
2018
Q3 | $355K | Hold |
6,450
| – | – | 0.04% | 226 |
|
|
2018
Q2 | $357K | Hold |
6,450
| – | – | 0.04% | 220 |
|
|
2018
Q1 | $358K | Hold |
6,450
| – | – | 0.04% | 216 |
|
|
2017
Q4 | $357K | Sell |
6,450
-290
| -4% | -$16.1K | 0.04% | 220 |
|
|
2017
Q3 | $391K | Hold |
6,740
| – | – | 0.04% | 213 |
|
|
2017
Q2 | $365K | Buy |
6,740
+190
| +3% | +$10.3K | 0.04% | 213 |
|
|
2017
Q1 | $323K | Sell |
6,550
-2,050
| -24% | -$101K | 0.04% | 213 |
|
|
2016
Q4 | $350K | Buy |
8,600
+550
| +7% | +$22.4K | 0.05% | 206 |
|
|
2016
Q3 | $382K | Hold |
8,050
| – | – | 0.05% | 200 |
|
|
2016
Q2 | $386K | Hold |
8,050
| – | – | 0.05% | 199 |
|
|
2016
Q1 | $364K | Hold |
8,050
| – | – | 0.05% | 201 |
|
|
2015
Q4 | $347K | Hold |
8,050
| – | – | 0.05% | 200 |
|
|
2015
Q3 | $328K | Hold |
8,050
| – | – | 0.05% | 203 |
|
|
2015
Q2 | $346K | Buy |
8,050
+1,005
| +14% | +$43.2K | 0.04% | 216 |
|
|
2015
Q1 | $294K | Hold |
7,045
| – | – | 0.04% | 228 |
|
|
2014
Q4 | $285K | Sell |
7,045
-1,125
| -14% | -$45.5K | 0.04% | 231 |
|
|
2014
Q3 | $342K | Hold |
8,170
| – | – | 0.04% | 217 |
|
|
2014
Q2 | $370K | Hold |
8,170
| – | – | 0.05% | 222 |
|
|
2014
Q1 | $350K | Buy |
8,170
+450
| +6% | +$19.3K | 0.05% | 220 |
|
|
2013
Q4 | $318K | Sell |
7,720
-9,020
| -54% | -$372K | 0.04% | 219 |
|
|
2013
Q3 | $646K | Hold |
16,740
| – | – | 0.09% | 170 |
|
|
2013
Q2 | $677K | Buy |
+16,740
| New | +$677K | 0.1% | 167 |
|