CX Institutional’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $139K | Hold |
2,276
| – | – | ﹤0.01% | 709 |
|
2025
Q1 | $136K | Buy |
+2,276
| New | +$136K | 0.01% | 693 |
|
2022
Q3 | – | Sell |
-3,757
| Closed | -$172K | – | 1091 |
|
2022
Q2 | $172K | Buy |
+3,757
| New | +$172K | 0.01% | 458 |
|
2021
Q4 | – | Sell |
-3,126
| Closed | -$169K | – | 862 |
|
2021
Q3 | $169K | Hold |
3,126
| – | – | 0.01% | 373 |
|
2021
Q2 | $183K | Hold |
3,126
| – | – | 0.02% | 348 |
|
2021
Q1 | $175K | Buy |
3,126
+990
| +46% | +$55.4K | 0.02% | 317 |
|
2020
Q4 | $129K | Buy |
+2,136
| New | +$129K | 0.01% | 327 |
|
2019
Q4 | – | Sell |
-45
| Closed | -$3K | – | 770 |
|
2019
Q3 | $3K | Sell |
45
-366
| -89% | -$24.4K | ﹤0.01% | 695 |
|
2019
Q2 | $25K | Buy |
+411
| New | +$25K | ﹤0.01% | 381 |
|