Choate Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
24,436
-2,648
| -10% | -$162K | 0.03% | 161 |
|
|
2025
Q1 | $1.61M | Sell |
27,084
-5,668
| -17% | -$338K | 0.04% | 147 |
|
|
2024
Q4 | $1.86M | Sell |
32,752
-1,191
| -4% | -$67.5K | 0.04% | 142 |
|
|
2024
Q3 | $2.2M | Sell |
33,943
-1,405
| -4% | -$91.3K | 0.06% | 134 |
|
|
2024
Q2 | $1.94M | Sell |
35,348
-2,010
| -5% | -$111K | 0.05% | 137 |
|
|
2024
Q1 | $1.88M | Sell |
37,358
-2,296
| -6% | -$115K | 0.05% | 151 |
|
|
2023
Q4 | $1.92M | Buy |
39,654
+18,187
| +85% | +$882K | 0.06% | 131 |
|
|
2023
Q3 | $1.06M | Buy |
21,467
+7,539
| +54% | +$372K | 0.04% | 153 |
|
|
2023
Q2 | $726K | Buy |
13,928
+889
| +7% | +$46.3K | 0.03% | 173 |
|
|
2023
Q1 | $677K | Hold |
13,039
| – | – | 0.03% | 155 |
|
|
2022
Q4 | $657K | Sell |
13,039
-400
| -3% | -$20.1K | 0.04% | 157 |
|
|
2022
Q3 | $589K | Sell |
13,439
-818
| -6% | -$35.9K | 0.04% | 142 |
|
|
2022
Q2 | $653K | Buy |
+14,257
| New | +$653K | 0.04% | 144 |
|
|
2021
Q1 | – | Sell |
-3,783
| Closed | -$228K | – | 309 |
|
|
2020
Q4 | $228K | Buy |
+3,783
| New | +$228K | 0.01% | 228 |
|