Financial Gravity Asset Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.15M | Buy |
+36,114
| New | +$2.15M | 0.47% | 57 |
|
|
2024
Q2 | $1.96M | Sell |
35,597
-29,632
| -45% | -$1.63M | 0.49% | 54 |
|
|
2024
Q1 | $3.22M | Buy |
65,229
+33,848
| +108% | +$1.67M | 0.43% | 60 |
|
|
2023
Q4 | $1.52M | Buy |
+31,381
| New | +$1.52M | 0.02% | 278 |
|
|
2023
Q3 | – | Sell |
-52
| Closed | -$5.03K | – | 1761 |
|
|
2023
Q2 | $5.03K | Hold |
52
| – | – | 0.01% | 478 |
|
|
2023
Q1 | $2 | Buy |
52
+2
| +4% | – | ﹤0.01% | 1010 |
|
|
2022
Q4 | $10.9K | Buy |
50
+6
| +14% | +$1.31K | 0.06% | 224 |
|
|
2022
Q3 | $1 | Sell |
44
-2
| -4% | – | ﹤0.01% | 836 |
|
|
2022
Q2 | $1 | Hold |
46
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $1 | Sell |
46
-8
| -15% | – | ﹤0.01% | 891 |
|
|
2021
Q4 | $2 | Buy |
+54
| New | +$2 | ﹤0.01% | 942 |
|
|
2021
Q3 | – | Hold |
0
| – | -$59K | – | 539 |
|
|
2021
Q2 | – | Hold |
0
| – | -$13 | – | 516 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 707 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 753 |
|
|
2020
Q2 | – | Sell |
-14
| Closed | -$692 | – | 863 |
|
|
2020
Q1 | $692 | Sell |
14
-247
| -95% | -$12.2K | ﹤0.01% | 511 |
|
|
2019
Q4 | $69K | Sell |
261
-7
| -3% | -$1.85K | 0.05% | 487 |
|
|
2019
Q3 | $16K | Sell |
268
-31
| -10% | -$1.85K | 0.01% | 513 |
|
|
2019
Q2 | $19K | Buy |
299
+114
| +62% | +$7.24K | 0.02% | 490 |
|
|
2019
Q1 | $11K | Buy |
+185
| New | +$11K | 0.01% | 541 |
|
|
2018
Q3 | $11K | Buy |
204
+33
| +19% | +$1.78K | 0.01% | 564 |
|
|
2018
Q2 | $9K | Sell |
171
-18
| -10% | -$947 | 0.01% | 601 |
|
|
2018
Q1 | $10K | Buy |
+189
| New | +$10K | 0.01% | 591 |
|