Fiduciary Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
3,995
| – | – | 0.02% | 260 |
|
|
2025
Q1 | $238K | Sell |
3,995
-139
| -3% | -$8.28K | 0.02% | 256 |
|
|
2024
Q4 | $234K | Sell |
4,134
-750
| -15% | -$42.5K | 0.02% | 252 |
|
|
2024
Q3 | $317K | Sell |
4,884
-373
| -7% | -$24.2K | 0.03% | 231 |
|
|
2024
Q2 | $289K | Sell |
5,257
-638
| -11% | -$35.1K | 0.03% | 233 |
|
|
2024
Q1 | $296K | Sell |
5,895
-286
| -5% | -$14.4K | 0.03% | 230 |
|
|
2023
Q4 | $300K | Sell |
6,181
-3,871
| -39% | -$188K | 0.04% | 223 |
|
|
2023
Q3 | $497K | Sell |
10,052
-990
| -9% | -$48.9K | 0.06% | 166 |
|
|
2023
Q2 | $576K | Buy |
11,042
+1,304
| +13% | +$68K | 0.07% | 151 |
|
|
2023
Q1 | $506K | Sell |
9,738
-674
| -6% | -$35K | 0.07% | 155 |
|
|
2022
Q4 | $524K | Buy |
10,412
+5,759
| +124% | +$290K | 0.07% | 153 |
|
|
2022
Q3 | $221K | Buy |
+4,653
| New | +$221K | 0.03% | 222 |
|
|
2021
Q3 | – | Sell |
-3,743
| Closed | -$215K | – | 240 |
|
|
2021
Q2 | $215K | Hold |
3,743
| – | – | 0.02% | 228 |
|
|
2021
Q1 | $220K | Hold |
3,743
| – | – | 0.03% | 216 |
|
|
2020
Q4 | $203K | Buy |
+3,743
| New | +$203K | 0.03% | 210 |
|