GHP Investment 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 | $90.3K | Hold |
1,477
| – | – | ﹤0.01% | 444 |
|
|
2025
Q1 | $88K | Hold |
1,477
| – | – | ﹤0.01% | 439 |
|
|
2024
Q4 | $83.7K | Sell |
1,477
-524
| -26% | -$29.7K | ﹤0.01% | 448 |
|
|
2024
Q3 | $130K | Buy |
2,001
+154
| +8% | +$10K | 0.01% | 419 |
|
|
2024
Q2 | $102K | Hold |
1,847
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $92.7K | Sell |
1,847
-187
| -9% | -$9.39K | ﹤0.01% | 437 |
|
|
2023
Q4 | $98.6K | Sell |
2,034
-106
| -5% | -$5.14K | 0.01% | 430 |
|
|
2023
Q3 | $102K | Sell |
2,140
-193
| -8% | -$9.23K | 0.01% | 429 |
|
|
2023
Q2 | $121K | Sell |
2,333
-1,144
| -33% | -$59.4K | 0.01% | 418 |
|
|
2023
Q1 | $181K | Sell |
3,477
-100
| -3% | -$5.19K | 0.01% | 382 |
|
|
2022
Q4 | $180K | Buy |
3,577
+154
| +4% | +$7.75K | 0.01% | 377 |
|
|
2022
Q3 | $150K | Sell |
3,423
-106
| -3% | -$4.65K | 0.01% | 381 |
|
|
2022
Q2 | $162K | Hold |
3,529
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $161K | Buy |
+3,529
| New | +$161K | 0.01% | 382 |
|
|
2021
Q4 | – | Sell |
-3,909
| Closed | -$212K | – | 325 |
|
|
2021
Q3 | $212K | Sell |
3,909
-1,775
| -31% | -$96.3K | 0.02% | 296 |
|
|
2021
Q2 | $333K | Hold |
5,684
| – | – | 0.03% | 256 |
|
|
2021
Q1 | $317K | Hold |
5,684
| – | – | 0.03% | 254 |
|
|
2020
Q4 | $343K | Buy |
+5,684
| New | +$343K | 0.03% | 243 |
|