Financial Perspectives’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 | $32.1K | Hold |
563
| – | – | 0.01% | 379 |
|
|
2025
Q4 | $36.8K | Sell |
563
-2
| -0.4% | -$134 | 0.01% | 350 |
|
|
2025
Q3 | $37.7K | Buy |
565
+1
| +0.2% | +$69 | 0.01% | 353 |
|
|
2025
Q2 | $38.9K | Hold |
564
| – | – | 0.01% | 336 |
|
|
2025
Q1 | $37.8K | Hold |
564
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $36K | Hold |
564
| – | – | 0.01% | 336 |
|
|
2024
Q3 | $41.2K | Hold |
564
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $34.9K | Hold |
564
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $31.8K | Hold |
564
| – | – | 0.01% | 323 |
|
|
2023
Q4 | $30.7K | Hold |
564
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $31.3K | Hold |
564
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $33K | Hold |
564
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $32.9K | Hold |
564
| – | – | 0.02% | 303 |
|
|
2022
Q4 | $31.9K | Hold |
564
| – | – | 0.02% | 307 |
|
|
2022
Q3 | $27.8K | Hold |
564
| – | – | 0.02% | 307 |
|
|
2022
Q2 | $29.1K | Hold |
564
| – | – | 0.02% | 303 |
|
|
2022
Q1 | $28.9K | Hold |
564
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $34.1K | Hold |
564
| – | – | 0.02% | 286 |
|
|
2021
Q3 | $34.4K | Hold |
564
| – | – | 0.02% | 282 |
|
|
2021
Q2 | $37.1K | Sell |
564
-30,899
| -98% | -$2.05M | 0.02% | 291 |
|
|
2021
Q1 | $634K | Buy |
31,463
+30,899
| +5,479% | +$1.97M | 0.03% | 257 |
|
|
2020
Q4 | $38.3K | Buy |
564
+426
| +309% | +$28.9K | 0.02% | 253 |
|
|
2020
Q3 | $9.56K | Hold |
138
| – | – | 0.01% | 377 |
|
|
2020
Q2 | $8.51K | Hold |
138
| – | – | 0.01% | 366 |
|
|
2020
Q1 | $7.84K | Hold |
138
| – | – | 0.01% | 346 |
|
|
2019
Q4 | $8.86K | Buy |
+138
| New | +$9.17K | 0.01% | 344 |
|