Frank Rimerman Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Buy |
14,560
+10,083
| +225% | +$617K | 0.06% | 233 |
|
|
2025
Q1 | $267K | Sell |
4,477
-563
| -11% | -$33.5K | 0.02% | 442 |
|
|
2024
Q4 | $286K | Buy |
5,040
+212
| +4% | +$12K | 0.02% | 425 |
|
|
2024
Q3 | $314K | Sell |
4,828
-8,373
| -63% | -$544K | 0.02% | 412 |
|
|
2024
Q2 | $726K | Buy |
13,201
+12,850
| +3,661% | +$707K | 0.05% | 268 |
|
|
2024
Q1 | $17.6K | Hold |
351
| – | – | ﹤0.01% | 157 |
|
|
2023
Q4 | $17K | Buy |
+351
| New | +$17K | ﹤0.01% | 152 |
|