Cladis 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 | $202K | Buy |
+3,300
| New | +$202K | 0.13% | 135 |
|
|
2024
Q4 | – | Sell |
-3,500
| Closed | -$227K | – | 141 |
|
|
2024
Q3 | $227K | Sell |
3,500
-3,000
| -46% | -$195K | 0.16% | 118 |
|
|
2024
Q2 | $357K | Hold |
6,500
| – | – | 0.26% | 96 |
|
|
2024
Q1 | $326K | Sell |
6,500
-1,500
| -19% | -$75.3K | 0.24% | 104 |
|
|
2023
Q4 | $388K | Buy |
8,000
+2,787
| +53% | +$135K | 0.3% | 83 |
|
|
2023
Q3 | $258K | Sell |
5,213
-3,122
| -37% | -$154K | 0.23% | 101 |
|
|
2023
Q2 | $435K | Sell |
8,335
-999
| -11% | -$52.1K | 0.38% | 77 |
|
|
2023
Q1 | $485K | Buy |
9,334
+3,001
| +47% | +$156K | 0.44% | 75 |
|
|
2022
Q4 | $319K | Sell |
6,333
-1,699
| -21% | -$85.5K | 0.32% | 91 |
|
|
2022
Q3 | $352K | Buy |
+8,032
| New | +$352K | 0.38% | 84 |
|