Caldwell Sutter Capital’s Unilever UL Stock Holding History

Caldwell Sutter Capital’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74K	Buy	1,299 +319	+33%	+$21.4K	0.03%	330
2025 Q4	$64.1K	Buy	980 +343	+54%	+$23.1K	0.03%	331
2025 Q3	$42.5K	Hold	637	–	–	0.02%	386
2025 Q2	$43.9K	Buy	637 +24	+4%	+$1.68K	0.02%	376
2025 Q1	$41.1K	Hold	613	–	–	0.02%	384
2024 Q4	$39.1K	Hold	613	–	–	0.02%	390
2024 Q3	$44.8K	Buy	613 +9	+1%	+$622	0.02%	378
2024 Q2	$37.4K	Buy	604 +44	+8%	+$2.6K	0.02%	396
2024 Q1	$31.6K	Buy	560 +77	+16%	+$4.27K	0.02%	405
2023 Q4	$26.3K	Hold	483	–	–	0.01%	424
2023 Q3	$26.8K	Sell	483 -173	-26%	-$10K	0.01%	397
2023 Q2	$38.5K	Buy	656 +526	+405%	+$31.2K	0.02%	357
2023 Q1	$7.58K	Buy	+130	New	+$7.39K	0.01%	414

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