Callan Family Office’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.83M | Buy |
46,228
+30,790
| +199% | +$1.88M | 0.09% | 229 |
|
2025
Q1 | $919K | Sell |
15,438
-4,916
| -24% | -$293K | 0.07% | 226 |
|
2024
Q4 | $1.15M | Buy |
+20,354
| New | +$1.15M | 0.07% | 222 |
|
2023
Q3 | – | Sell |
-4,161
| Closed | -$217K | – | 114 |
|
2023
Q2 | $217K | Sell |
4,161
-1,133
| -21% | -$59.1K | 0.06% | 102 |
|
2023
Q1 | $275K | Sell |
5,294
-115
| -2% | -$5.97K | 0.07% | 133 |
|
2022
Q4 | $272K | Buy |
+5,409
| New | +$272K | 0.09% | 83 |
|