Bruderman Asset Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $660K | Sell |
14,407
-595
| -4% | -$27.3K | 1.18% | 34 |
|
|
2022
Q1 | $684K | Sell |
15,002
-13,164
| -47% | -$600K | 1.03% | 39 |
|
|
2021
Q4 | $1.51M | Sell |
28,166
-24,068
| -46% | -$1.29M | 1.16% | 29 |
|
|
2021
Q3 | $2.83M | Buy |
52,234
+1,089
| +2% | +$59K | 0.71% | 52 |
|
|
2021
Q2 | $2.99M | Buy |
51,145
+874
| +2% | +$51.1K | 0.93% | 37 |
|
|
2021
Q1 | $2.81M | Buy |
+50,271
| New | +$2.81M | 0.78% | 45 |
|
|
2019
Q3 | – | Sell |
-8,729
| Closed | -$541K | – | 129 |
|
|
2019
Q2 | $541K | Sell |
8,729
-598
| -6% | -$37.1K | 0.13% | 78 |
|
|
2019
Q1 | $538K | Sell |
9,327
-1,078
| -10% | -$62.2K | 0.12% | 89 |
|
|
2018
Q4 | $544K | Buy |
10,405
+607
| +6% | +$31.7K | 0.14% | 82 |
|
|
2018
Q3 | $539K | Sell |
9,798
-3,398
| -26% | -$187K | 0.12% | 88 |
|
|
2018
Q2 | $729K | Sell |
13,196
-2,079
| -14% | -$115K | 0.18% | 82 |
|
|
2018
Q1 | $849K | Sell |
15,275
-626
| -4% | -$34.8K | 0.2% | 77 |
|
|
2017
Q4 | $880K | Sell |
15,901
-2,176
| -12% | -$120K | 0.22% | 74 |
|
|
2017
Q3 | $1.05M | Buy |
18,077
+354
| +2% | +$20.5K | 0.27% | 64 |
|
|
2017
Q2 | $959K | Buy |
17,723
+113
| +0.6% | +$6.11K | 0.26% | 67 |
|
|
2017
Q1 | $869K | Buy |
17,610
+153
| +0.9% | +$7.55K | 0.25% | 65 |
|
|
2016
Q4 | $710K | Sell |
17,457
-518
| -3% | -$21.1K | 0.21% | 73 |
|
|
2016
Q3 | $852K | Sell |
17,975
-716
| -4% | -$33.9K | 0.25% | 72 |
|
|
2016
Q2 | $895K | Sell |
18,691
-48,818
| -72% | -$2.34M | 0.28% | 70 |
|
|
2016
Q1 | $3.05M | Sell |
67,509
-65,605
| -49% | -$2.96M | 1.06% | 27 |
|
|
2015
Q4 | $5.74M | Sell |
133,114
-3,153
| -2% | -$136K | 2.16% | 12 |
|
|
2015
Q3 | $5.56M | Sell |
136,267
-2,865
| -2% | -$117K | 2.19% | 15 |
|
|
2015
Q2 | $5.98M | Buy |
139,132
+4,964
| +4% | +$213K | 2.29% | 16 |
|
|
2015
Q1 | $5.6M | Buy |
+134,168
| New | +$5.6M | 2.18% | 15 |
|