Evergreen 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 | $1.46M | Buy |
23,869
+6,189
| +35% | +$379K | 0.04% | 302 |
|
|
2025
Q1 | $1.05M | Buy |
17,680
+455
| +3% | +$27.1K | 0.04% | 324 |
|
|
2024
Q4 | $977K | Buy |
17,225
+3,429
| +25% | +$194K | 0.03% | 338 |
|
|
2024
Q3 | $896K | Buy |
13,796
+3,697
| +37% | +$240K | 0.03% | 342 |
|
|
2024
Q2 | $555K | Sell |
10,099
-2,594
| -20% | -$143K | 0.02% | 441 |
|
|
2024
Q1 | $637K | Buy |
12,693
+1,016
| +9% | +$51K | 0.02% | 383 |
|
|
2023
Q4 | $566K | Sell |
11,677
-770
| -6% | -$37.3K | 0.02% | 392 |
|
|
2023
Q3 | $615K | Buy |
12,447
+1,631
| +15% | +$80.6K | 0.03% | 345 |
|
|
2023
Q2 | $564K | Buy |
10,816
+356
| +3% | +$18.6K | 0.02% | 371 |
|
|
2023
Q1 | $543K | Buy |
10,460
+174
| +2% | +$9.04K | 0.02% | 368 |
|
|
2022
Q4 | $518K | Sell |
10,286
-1,120
| -10% | -$56.4K | 0.02% | 365 |
|
|
2022
Q3 | $500K | Buy |
11,406
+535
| +5% | +$23.5K | 0.03% | 339 |
|
|
2022
Q2 | $498K | Buy |
+10,871
| New | +$498K | 0.03% | 331 |
|
|
2022
Q1 | – | Sell |
-7,709
| Closed | -$415K | – | 679 |
|
|
2021
Q4 | $415K | Buy |
7,709
+2,260
| +41% | +$122K | 0.02% | 403 |
|
|
2021
Q3 | $295K | Sell |
5,449
-1,180
| -18% | -$63.9K | 0.01% | 440 |
|
|
2021
Q2 | $388K | Buy |
6,629
+1,777
| +37% | +$104K | 0.02% | 372 |
|
|
2021
Q1 | $271K | Buy |
4,852
+294
| +6% | +$16.4K | 0.01% | 416 |
|
|
2020
Q4 | $275K | Buy |
+4,558
| New | +$275K | 0.02% | 364 |
|