Gladstone Institutional Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
3,621
-27
| -0.7% | -$1.65K | 0.01% | 685 |
|
|
2025
Q1 | $217K | Buy |
+3,648
| New | +$217K | 0.01% | 672 |
|
|
2024
Q4 | – | Sell |
-3,949
| Closed | -$256K | – | 743 |
|
|
2024
Q3 | $256K | Sell |
3,949
-561
| -12% | -$36.4K | 0.01% | 599 |
|
|
2024
Q2 | $248K | Buy |
4,510
+264
| +6% | +$14.5K | 0.01% | 578 |
|
|
2024
Q1 | $213K | Sell |
4,246
-2,276
| -35% | -$114K | 0.01% | 596 |
|
|
2023
Q4 | $316K | Buy |
6,522
+542
| +9% | +$26.3K | 0.02% | 510 |
|
|
2023
Q3 | $295K | Buy |
5,980
+1,265
| +27% | +$62.5K | 0.02% | 498 |
|
|
2023
Q2 | $246K | Buy |
4,715
+383
| +9% | +$20K | 0.02% | 558 |
|
|
2023
Q1 | $225K | Sell |
4,332
-484
| -10% | -$25.1K | 0.01% | 591 |
|
|
2022
Q4 | $243K | Sell |
4,816
-671
| -12% | -$33.8K | 0.02% | 555 |
|
|
2022
Q3 | $241K | Buy |
5,487
+877
| +19% | +$38.5K | 0.02% | 544 |
|
|
2022
Q2 | $211K | Sell |
4,610
-122
| -3% | -$5.58K | 0.02% | 598 |
|
|
2022
Q1 | $216K | Buy |
+4,732
| New | +$216K | 0.01% | 647 |
|