Brown, Lisle/Cummings’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7K | Sell |
486
-400
| -45% | -$24.5K | 0.01% | 385 |
|
|
2025
Q1 | $52.8K | Buy |
886
+46
| +5% | +$2.74K | 0.02% | 326 |
|
|
2024
Q4 | $47.6K | Buy |
840
+400
| +91% | +$22.7K | 0.01% | 338 |
|
|
2024
Q3 | $28.6K | Hold |
440
| – | – | 0.01% | 361 |
|
|
2024
Q2 | $24.2K | Hold |
440
| – | – | 0.01% | 369 |
|
|
2024
Q1 | $22.1K | Sell |
440
-300
| -41% | -$15.1K | 0.01% | 362 |
|
|
2023
Q4 | $35.9K | Hold |
740
| – | – | 0.01% | 317 |
|
|
2023
Q3 | $36.6K | Hold |
740
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $38.6K | Sell |
740
-400
| -35% | -$20.9K | 0.02% | 287 |
|
|
2023
Q1 | $59.2K | Hold |
1,140
| – | – | 0.03% | 262 |
|
|
2022
Q4 | $57.4K | Buy |
1,140
+40
| +4% | +$2.01K | 0.03% | 250 |
|
|
2022
Q3 | $48.2K | Hold |
1,100
| – | – | 0.03% | 258 |
|
|
2022
Q2 | $50.4K | Hold |
1,100
| – | – | 0.03% | 259 |
|
|
2022
Q1 | $50.1K | Hold |
1,100
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $59.2K | Buy |
+1,100
| New | +$59.2K | 0.03% | 250 |
|