Cottonwood Capital 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 | $232K | Sell |
3,793
-220
| -5% | -$13.5K | 0.16% | 114 |
|
|
2025
Q1 | $239K | Buy |
4,013
+292
| +8% | +$17.4K | 0.18% | 104 |
|
|
2024
Q4 | $211K | Buy |
3,721
+465
| +14% | +$26.4K | 0.15% | 123 |
|
|
2024
Q3 | $212K | Buy |
+3,256
| New | +$212K | 0.16% | 111 |
|
|
2023
Q4 | – | Sell |
-4,090
| Closed | -$202K | – | 129 |
|
|
2023
Q3 | $202K | Sell |
4,090
-41
| -1% | -$2.03K | 0.19% | 103 |
|
|
2023
Q2 | $215K | Sell |
4,131
-127
| -3% | -$6.62K | 0.2% | 85 |
|
|
2023
Q1 | $221K | Sell |
4,258
-44
| -1% | -$2.29K | 0.2% | 85 |
|
|
2022
Q4 | $217K | Buy |
+4,302
| New | +$217K | 0.19% | 88 |
|
|
2022
Q3 | – | Sell |
-4,455
| Closed | -$204K | – | 96 |
|
|
2022
Q2 | $204K | Buy |
+4,455
| New | +$204K | 0.18% | 86 |
|
|
2022
Q1 | – | Sell |
-6,338
| Closed | -$341K | – | 112 |
|
|
2021
Q4 | $341K | Buy |
+6,338
| New | +$341K | 0.26% | 71 |
|