Clifford Swan Investment Counsel’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Hold |
7,649
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $456K | Buy |
7,649
+22
| +0.3% | +$1.31K | 0.02% | 223 |
|
|
2024
Q4 | $432K | Hold |
7,627
| – | – | 0.02% | 228 |
|
|
2024
Q3 | $495K | Hold |
7,627
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $419K | Hold |
7,627
| – | – | 0.02% | 234 |
|
|
2024
Q1 | $383K | Hold |
7,627
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $370K | Sell |
7,627
-63
| -0.8% | -$3.05K | 0.01% | 241 |
|
|
2023
Q3 | $380K | Sell |
7,690
-358
| -4% | -$17.7K | 0.02% | 233 |
|
|
2023
Q2 | $420K | Hold |
8,048
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $418K | Hold |
8,048
| – | – | 0.02% | 224 |
|
|
2022
Q4 | $405K | Sell |
8,048
-1,128
| -12% | -$56.8K | 0.02% | 223 |
|
|
2022
Q3 | $402K | Sell |
9,176
-2,399
| -21% | -$105K | 0.02% | 227 |
|
|
2022
Q2 | $530K | Buy |
11,575
+167
| +1% | +$7.65K | 0.02% | 217 |
|
|
2022
Q1 | $520K | Sell |
11,408
-99
| -0.9% | -$4.51K | 0.02% | 228 |
|
|
2021
Q4 | $619K | Buy |
11,507
+19
| +0.2% | +$1.02K | 0.02% | 219 |
|
|
2021
Q3 | $618K | Hold |
11,488
| – | – | 0.02% | 220 |
|
|
2021
Q2 | $659K | Hold |
11,488
| – | – | 0.03% | 210 |
|
|
2021
Q1 | $641K | Hold |
11,488
| – | – | 0.03% | 209 |
|
|
2020
Q4 | $693K | Buy |
+11,488
| New | +$693K | 0.03% | 201 |
|