Copeland Capital Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06K | Hold |
50
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $2.98K | Hold |
50
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $2.84K | Hold |
50
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $3.25K | Buy |
+50
| New | +$3.25K | ﹤0.01% | 250 |
|
|
2024
Q2 | – | Sell |
-50
| Closed | -$2.51K | – | 249 |
|
|
2024
Q1 | $2.51K | Hold |
50
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $2.42K | Hold |
50
| – | – | ﹤0.01% | 262 |
|
|
2023
Q3 | $2.47K | Hold |
50
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $2.61K | Hold |
50
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $3K | Sell |
50
-18
| -26% | -$1.08K | ﹤0.01% | 249 |
|
|
2022
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 237 |
|
|
2022
Q2 | $3K | Buy |
68
+8
| +13% | +$353 | ﹤0.01% | 240 |
|
|
2022
Q1 | $3K | Buy |
60
+10
| +20% | +$500 | ﹤0.01% | 253 |
|
|
2021
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 255 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 246 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 242 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 234 |
|
|
2020
Q3 | $3K | Buy |
50
+7
| +16% | +$420 | ﹤0.01% | 213 |
|
|
2020
Q2 | $2K | Sell |
43
-2
| -4% | -$93 | ﹤0.01% | 239 |
|
|
2020
Q1 | $2K | Buy |
45
+12
| +36% | +$533 | ﹤0.01% | 234 |
|
|
2019
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 261 |
|
|
2019
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 257 |
|
|
2019
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 258 |
|