Clifford Swan Investment Counsel’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Hold |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $495K | Hold |
|
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|
2024
Q2 | $419K | Hold |
|
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|
2024
Q1 | $383K | Hold |
|
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|
2023
Q4 | $370K | Sell |
|
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|
2023
Q3 | $380K | Sell |
|
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|
2023
Q2 | $420K | Hold |
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|
2023
Q1 | $418K | Hold |
|
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|
2022
Q4 | $405K | Sell |
|
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $520K | Sell |
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|
2021
Q4 | $619K | Buy |
|
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|
2021
Q3 | $618K | Hold |
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|
2021
Q2 | $659K | Hold |
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|
2021
Q1 | $641K | Hold |
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|
2020
Q4 | $693K | Buy |
|