Confluence Investment Management’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$899K Buy
2025
Q2
$840K Buy
2025
Q1
$794K Buy
2024
Q4
$717K Sell
2024
Q3
$853K Buy
2020
Q2
Sell
2020
Q1
$881K Sell
2019
Q4
$1.11M Buy
2019
Q3
$1.04M Sell
2019
Q2
$1.11M Buy
2019
Q1
$1.02M Sell
2018
Q4
$1.06M Sell
2018
Q3
$1.23M Sell
2018
Q2
$1.33M Buy