CVA Family Office’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $284K | Sell |
4,991
-283
| -5% | -$19K | 0.03% | 257 |
|
|
2025
Q4 | $345K | Buy |
5,274
+10
| +0.2% | +$672 | 0.04% | 219 |
|
|
2025
Q3 | $351K | Buy |
5,264
+17
| +0.3% | +$1.17K | 0.05% | 210 |
|
|
2025
Q2 | $361K | Sell |
5,247
-16
| -0.3% | -$1.12K | 0.05% | 206 |
|
|
2025
Q1 | $353K | Hold |
5,263
| – | – | 0.05% | 199 |
|
|
2024
Q4 | $336K | Hold |
5,263
| – | – | 0.05% | 205 |
|
|
2024
Q3 | $385K | Hold |
5,263
| – | – | 0.06% | 174 |
|
|
2024
Q2 | $326K | Sell |
5,263
-25
| -0.5% | -$1.48K | 0.06% | 182 |
|
|
2024
Q1 | $299K | Sell |
5,288
-17
| -0.3% | -$942 | 0.05% | 194 |
|
|
2023
Q4 | $289K | Sell |
5,305
-70
| -1% | -$3.78K | 0.06% | 189 |
|
|
2023
Q3 | $299K | Buy |
5,375
+144
| +3% | +$8.32K | 0.07% | 168 |
|
|
2023
Q2 | $307K | Buy |
5,231
+166
| +3% | +$9.86K | 0.06% | 171 |
|
|
2023
Q1 | $296K | Sell |
5,065
-186
| -4% | -$10.6K | 0.07% | 169 |
|
|
2022
Q4 | $297K | Buy |
5,251
+4,275
| +438% | +$229K | 0.07% | 155 |
|
|
2022
Q3 | $48K | Buy |
976
+20
| +2% | +$1.04K | 0.01% | 379 |
|
|
2022
Q2 | $49K | Hold |
956
| – | – | 0.01% | 376 |
|
|
2022
Q1 | $49K | Hold |
956
| – | – | 0.01% | 408 |
|
|
2021
Q4 | $58K | Buy |
956
+205
| +27% | +$12.2K | 0.01% | 333 |
|
|
2021
Q3 | $52K | Sell |
751
-205
| -21% | -$13.1K | 0.04% | 177 |
|
|
2021
Q2 | $63K | Hold |
956
| – | – | 0.02% | 328 |
|
|
2021
Q1 | $60K | Sell |
956
-75
| -7% | -$4.78K | 0.02% | 255 |
|
|
2020
Q4 | $70K | Buy |
1,031
+280
| +37% | +$19K | 0.04% | 160 |
|
|
2020
Q3 | $52K | Buy |
+751
| New | +$50.1K | 0.04% | 177 |
|
Other funds holding UL
