Forum Financial 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 | $682K | Sell |
11,149
-496
| -4% | -$30.3K | 0.01% | 307 |
|
|
2025
Q1 | $693K | Sell |
11,645
-83
| -0.7% | -$4.94K | 0.01% | 275 |
|
|
2024
Q4 | $665K | Buy |
11,728
+5,566
| +90% | +$316K | 0.01% | 295 |
|
|
2024
Q3 | $400K | Buy |
6,162
+342
| +6% | +$22.2K | 0.01% | 399 |
|
|
2024
Q2 | $320K | Buy |
5,820
+50
| +0.9% | +$2.75K | 0.01% | 453 |
|
|
2024
Q1 | $290K | Buy |
5,770
+1,512
| +36% | +$75.9K | ﹤0.01% | 515 |
|
|
2023
Q4 | $206K | Hold |
4,258
| – | – | ﹤0.01% | 631 |
|
|
2023
Q3 | $210K | Buy |
4,258
+5
| +0.1% | +$247 | ﹤0.01% | 573 |
|
|
2023
Q2 | $222K | Sell |
4,253
-1
| -0% | -$52 | 0.01% | 573 |
|
|
2023
Q1 | $221K | Sell |
4,254
-7,203
| -63% | -$374K | 0.01% | 514 |
|
|
2022
Q4 | $577K | Buy |
11,457
+53
| +0.5% | +$2.67K | 0.02% | 224 |
|
|
2022
Q3 | $500K | Sell |
11,404
-1,600
| -12% | -$70.2K | 0.02% | 220 |
|
|
2022
Q2 | $596K | Buy |
13,004
+1,567
| +14% | +$71.8K | 0.03% | 199 |
|
|
2022
Q1 | $521K | Buy |
11,437
+33
| +0.3% | +$1.5K | 0.03% | 232 |
|
|
2021
Q4 | $613K | Buy |
+11,404
| New | +$613K | 0.03% | 206 |
|