Callan Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $682K | Buy |
11,453
+2,587
| +29% | +$154K | 0.05% | 163 |
|
2024
Q4 | $503K | Sell |
8,866
-965
| -10% | -$54.7K | 0.04% | 176 |
|
2024
Q3 | $639K | Buy |
9,831
+3,191
| +48% | +$207K | 0.04% | 150 |
|
2024
Q2 | $365K | Buy |
6,640
+1,215
| +22% | +$66.8K | 0.03% | 205 |
|
2024
Q1 | $272K | Buy |
5,425
+782
| +17% | +$39.2K | 0.02% | 223 |
|
2023
Q4 | $225K | Buy |
+4,643
| New | +$225K | 0.02% | 202 |
|