Glass Jacobson 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 | $7.59K | Sell |
124
-53
| -30% | -$3.24K | ﹤0.01% | 446 |
|
2025
Q1 | $10K | Hold |
177
| – | – | ﹤0.01% | 594 |
|
2024
Q4 | $10K | Buy |
177
+53
| +43% | +$3.01K | ﹤0.01% | 594 |
|
2024
Q3 | $8.06K | Hold |
124
| – | – | ﹤0.01% | 590 |
|
2024
Q2 | $6.82K | Hold |
124
| – | – | ﹤0.01% | 596 |
|
2024
Q1 | $6.22K | Hold |
124
| – | – | ﹤0.01% | 604 |
|
2023
Q4 | $6.01K | Buy |
124
+94
| +313% | +$4.56K | ﹤0.01% | 575 |
|
2023
Q3 | $1.48K | Hold |
30
| – | – | ﹤0.01% | 663 |
|
2023
Q2 | $1.56K | Buy |
+30
| New | +$1.56K | ﹤0.01% | 669 |
|
2022
Q4 | $1.51K | Buy |
+30
| New | +$1.51K | ﹤0.01% | 697 |
|