Forte Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
35,718
+310
| +0.9% | +$21.8K | 0.26% | 73 |
|
|
2025
Q1 | $2.37M | Sell |
35,408
-50
| -0.1% | -$3.23K | 0.28% | 71 |
|
|
2024
Q4 | $2.26M | Sell |
35,458
-281
| -0.8% | -$19K | 0.25% | 71 |
|
|
2024
Q3 | $2.61M | Sell |
35,739
-743
| -2% | -$51.4K | 0.3% | 67 |
|
|
2024
Q2 | $2.26M | Sell |
36,482
-124
| -0.3% | -$7.33K | 0.27% | 67 |
|
|
2024
Q1 | $2.07M | Sell |
36,606
-483
| -1% | -$26.8K | 0.26% | 72 |
|
|
2023
Q4 | $2.02M | Sell |
37,089
-1,538
| -4% | -$83K | 0.28% | 70 |
|
|
2023
Q3 | $2.15M | Sell |
38,627
-124
| -0.3% | -$7.17K | 0.33% | 60 |
|
|
2023
Q2 | $2.27M | Buy |
38,751
+20,126
| +108% | +$1.2M | 0.33% | 61 |
|
|
2023
Q1 | $1.09M | Buy |
18,625
+590
| +3% | +$33.5K | 0.17% | 94 |
|
|
2022
Q4 | $1.02M | Sell |
18,035
-131
| -0.7% | -$7.01K | 0.18% | 98 |
|
|
2022
Q3 | $896K | Sell |
18,166
-753
| -4% | -$39.3K | 0.16% | 100 |
|
|
2022
Q2 | $975K | Sell |
18,919
-2,273
| -11% | -$116K | 0.17% | 100 |
|
|
2022
Q1 | $1.28M | Hold |
21,192
| – | – | 0.16% | 94 |
|
|
2021
Q4 | $1.28M | Sell |
21,192
-805
| -4% | -$47.8K | 0.16% | 94 |
|
|
2021
Q3 | $1.34M | Sell |
21,997
-3,231
| -13% | -$206K | 0.18% | 85 |
|
|
2021
Q2 | $1.66M | Buy |
25,228
+534
| +2% | +$35.5K | 0.23% | 72 |
|
|
2021
Q1 | $1.55M | Sell |
24,694
-1,422
| -5% | -$90.6K | 0.24% | 71 |
|
|
2020
Q4 | $1.77M | Buy |
26,116
+257
| +1% | +$17.4K | 0.27% | 56 |
|
|
2020
Q3 | $1.79M | Sell |
25,859
-955
| -4% | -$63.7K | 0.33% | 53 |
|
|
2020
Q2 | $1.66M | Sell |
26,814
-272
| -1% | -$16.3K | 0.35% | 54 |
|
|
2020
Q1 | $1.54M | Buy |
27,086
+4,877
| +22% | +$306K | 0.53% | 47 |
|
|
2019
Q4 | $1.43M | Sell |
22,209
-315
| -1% | -$20.9K | 0.4% | 55 |
|
|
2019
Q3 | $1.52M | Sell |
22,524
-76
| -0.3% | -$5.27K | 0.47% | 53 |
|
|
2019
Q2 | $1.58M | Buy |
22,600
+1,147
| +5% | +$77.9K | 0.5% | 50 |
|
|
2019
Q1 | $1.39M | Buy |
21,453
+280
| +1% | +$17.1K | 0.5% | 56 |
|
|
2018
Q4 | $1.24M | Buy |
21,173
+35
| +0.2% | +$2.11K | 0.52% | 53 |
|
|
2018
Q3 | $1.31M | Buy |
21,138
+13
| +0.1% | +$820 | 0.47% | 55 |
|
|
2018
Q2 | $1.31M | Buy |
21,125
+14
| +0.1% | +$870 | 0.51% | 55 |
|
|
2018
Q1 | $1.32M | Buy |
21,111
+5,875
| +39% | +$357K | 0.55% | 54 |
|
|
2017
Q4 | $948K | Sell |
15,236
-906
| -6% | -$57.4K | 0.28% | 71 |
|
|
2017
Q3 | $1.05M | Sell |
16,142
-765
| -5% | -$49.2K | 0.34% | 65 |
|
|
2017
Q2 | $1.03M | Sell |
16,907
-386
| -2% | -$23K | 0.34% | 67 |
|
|
2017
Q1 | $960K | Buy |
17,293
+1,742
| +11% | +$88.1K | 0.33% | 67 |
|
|
2016
Q4 | $712K | Sell |
15,551
-2,058
| -12% | -$95.9K | 0.27% | 78 |
|
|
2016
Q3 | $939K | Sell |
17,609
-1,400
| -7% | -$73.9K | 0.36% | 69 |
|
|
2016
Q2 | $1.02M | Buy |
19,009
+5,298
| +39% | +$272K | 0.4% | 62 |
|
|
2016
Q1 | $697K | Buy |
13,711
+44
| +0.3% | +$2.14K | 0.31% | 70 |
|
|
2015
Q4 | $663K | Hold |
13,667
| – | – | 0.27% | 71 |
|
|
2015
Q3 | $627K | Sell |
13,667
-333
| -2% | -$15.9K | 0.29% | 72 |
|
|
2015
Q2 | $677K | Sell |
14,000
-1,289
| -8% | -$63.7K | 0.29% | 74 |
|
|
2015
Q1 | $736K | Sell |
15,289
-3,947
| -21% | -$189K | 0.32% | 70 |
|
|
2014
Q4 | $876K | Buy |
19,236
+2,312
| +14% | +$106K | 0.38% | 57 |
|
|
2014
Q3 | $798K | Buy |
+16,924
| New | +$836K | 0.37% | 61 |
|
Other funds holding UL
