Cape Investment Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Buy |
3,034
+219
| +8% | +$13.4K | 0.07% | 191 |
|
|
2025
Q1 | $168K | Buy |
2,815
+321
| +13% | +$19.1K | 0.07% | 192 |
|
|
2024
Q4 | $141K | Buy |
2,494
+335
| +16% | +$19K | 0.06% | 208 |
|
|
2024
Q3 | $140K | Buy |
2,159
+477
| +28% | +$31K | 0.06% | 205 |
|
|
2024
Q2 | $92.5K | Buy |
1,682
+12
| +0.7% | +$660 | 0.04% | 231 |
|
|
2024
Q1 | $83.9K | Sell |
1,670
-60
| -3% | -$3.01K | 0.04% | 240 |
|
|
2023
Q4 | $83.9K | Sell |
1,730
-92
| -5% | -$4.46K | 0.04% | 260 |
|
|
2023
Q3 | $90K | Buy |
1,822
+81
| +5% | +$4K | 0.05% | 218 |
|
|
2023
Q2 | $90.8K | Buy |
1,741
+493
| +40% | +$25.7K | 0.05% | 210 |
|
|
2023
Q1 | $64.8K | Buy |
+1,248
| New | +$64.8K | 0.04% | 234 |
|