Claris 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 | – | Sell |
-4,042
| Closed | -$241K | – | 84 |
|
|
2025
Q1 | $241K | Hold |
4,042
| – | – | 0.09% | 68 |
|
|
2024
Q4 | $229K | Buy |
4,042
+4,000
| +9,524% | +$227K | 0.09% | 65 |
|
|
2024
Q3 | $2.73K | Buy |
+42
| New | +$2.73K | ﹤0.01% | 310 |
|
|
2023
Q1 | – | Sell |
-4,042
| Closed | -$204K | – | 51 |
|
|
2022
Q4 | $204K | Buy |
+4,042
| New | +$204K | 0.19% | 48 |
|
|
2022
Q1 | – | Sell |
-4,042
| Closed | -$217K | – | 51 |
|
|
2021
Q4 | $217K | Buy |
+4,042
| New | +$217K | 0.23% | 42 |
|