Brighton Jones LLC’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
11,821
+1,684
| +17% | +$103K | 0.02% | 411 |
|
|
2025
Q1 | $604K | Sell |
10,137
-435
| -4% | -$25.9K | 0.02% | 346 |
|
|
2024
Q4 | $599K | Buy |
10,572
+539
| +5% | +$30.6K | 0.02% | 349 |
|
|
2024
Q3 | $652K | Buy |
10,033
+2,758
| +38% | +$179K | 0.02% | 279 |
|
|
2024
Q2 | $400K | Sell |
7,275
-1,215
| -14% | -$66.8K | 0.01% | 401 |
|
|
2024
Q1 | $426K | Buy |
8,490
+1,467
| +21% | +$73.6K | 0.02% | 381 |
|
|
2023
Q4 | $340K | Buy |
7,023
+183
| +3% | +$8.87K | 0.01% | 411 |
|
|
2023
Q3 | $338K | Sell |
6,840
-177
| -3% | -$8.74K | 0.02% | 374 |
|
|
2023
Q2 | $366K | Buy |
7,017
+2,229
| +47% | +$116K | 0.02% | 356 |
|
|
2023
Q1 | $249K | Sell |
4,788
-706
| -13% | -$36.7K | 0.01% | 421 |
|
|
2022
Q4 | $277K | Sell |
5,494
-372
| -6% | -$18.7K | 0.02% | 354 |
|
|
2022
Q3 | $257K | Buy |
5,866
+649
| +12% | +$28.4K | 0.02% | 362 |
|
|
2022
Q2 | $239K | Sell |
5,217
-3,641
| -41% | -$167K | 0.01% | 381 |
|
|
2022
Q1 | $404K | Sell |
8,858
-160
| -2% | -$7.3K | 0.02% | 312 |
|
|
2021
Q4 | $485K | Buy |
9,018
+68
| +0.8% | +$3.66K | 0.02% | 288 |
|
|
2021
Q3 | $485K | Buy |
8,950
+223
| +3% | +$12.1K | 0.03% | 276 |
|
|
2021
Q2 | $511K | Buy |
8,727
+340
| +4% | +$19.9K | 0.03% | 254 |
|
|
2021
Q1 | $468K | Buy |
8,387
+119
| +1% | +$6.64K | 0.03% | 239 |
|
|
2020
Q4 | $499K | Buy |
+8,268
| New | +$499K | 0.03% | 215 |
|