Global Retirement Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.98M | Buy |
30,253
+21,477
| +245% | +$1.44M | 0.04% | 434 |
|
|
2025
Q3 | $585K | Buy |
8,776
+161
| +2% | +$11.1K | 0.01% | 716 |
|
|
2025
Q2 | $593K | Buy |
+8,615
| New | +$604K | 0.01% | 655 |
|
|
2024
Q4 | $723K | Sell |
11,336
-268
| -2% | -$18.1K | 0.02% | 525 |
|
|
2024
Q3 | $848K | Sell |
11,604
-807
| -7% | -$55.8K | 0.03% | 481 |
|
|
2024
Q2 | $768K | Buy |
12,411
+1,554
| +14% | +$91.8K | 0.02% | 494 |
|
|
2024
Q1 | $613K | Sell |
10,857
-262
| -2% | -$14.5K | 0.02% | 482 |
|
|
2023
Q4 | $603K | Sell |
11,119
-671
| -6% | -$36.2K | 0.03% | 451 |
|
|
2023
Q3 | $649K | Buy |
11,790
+62
| +0.5% | +$3.58K | 0.03% | 381 |
|
|
2023
Q2 | $688K | Sell |
11,728
-36
| -0.3% | -$2.14K | 0.03% | 388 |
|
|
2023
Q1 | $734K | Buy |
11,764
+466
| +4% | +$26.5K | 0.04% | 365 |
|
|
2022
Q4 | $640K | Buy |
11,298
+5,515
| +95% | +$295K | 0.04% | 338 |
|
|
2022
Q3 | $296K | Buy |
5,783
+1,346
| +30% | +$70.3K | 0.02% | 475 |
|
|
2022
Q2 | $229K | Buy |
4,437
+1,834
| +70% | +$93.4K | 0.02% | 521 |
|
|
2022
Q1 | $131K | Buy |
+2,603
| New | +$145K | 0.01% | 672 |
|
|
2021
Q4 | – | Sell |
-6,146
| Closed | -$375K | – | 1702 |
|
|
2021
Q3 | $375K | Buy |
6,146
+1,256
| +26% | +$80K | 0.04% | 348 |
|
|
2021
Q2 | $322K | Buy |
4,890
+2,778
| +132% | +$185K | 0.03% | 369 |
|
|
2021
Q1 | $133K | Sell |
2,112
-537
| -20% | -$34.2K | 0.02% | 496 |
|
|
2020
Q4 | $180K | Buy |
2,649
+610
| +30% | +$41.4K | 0.02% | 417 |
|
|
2020
Q3 | $141K | Hold |
2,039
| – | – | 0.02% | 422 |
|
|
2020
Q2 | $126K | Buy |
2,039
+347
| +21% | +$20.7K | 0.02% | 441 |
|
|
2020
Q1 | $96K | Buy |
1,692
+93
| +6% | +$5.83K | 0.02% | 440 |
|
|
2019
Q4 | $103K | Buy |
1,599
+46
| +3% | +$3.06K | 0.02% | 476 |
|
|
2019
Q3 | $105K | Sell |
1,553
-412
| -21% | -$28.5K | 0.02% | 461 |
|
|
2019
Q2 | $137K | Buy |
1,965
+1,154
| +142% | +$78.3K | 0.03% | 406 |
|
|
2019
Q1 | $53K | Hold |
811
| – | – | 0.01% | 536 |
|
|
2018
Q4 | $48K | Sell |
811
-25
| -3% | -$1.51K | 0.01% | 522 |
|
|
2018
Q3 | $52K | Buy |
836
+247
| +42% | +$15.6K | 0.01% | 556 |
|
|
2018
Q2 | $37K | Sell |
589
-34
| -5% | -$2.11K | 0.01% | 617 |
|
|
2018
Q1 | $39K | Buy |
623
+75
| +14% | +$4.56K | 0.01% | 589 |
|
|
2017
Q4 | $34K | Buy |
548
+32
| +6% | +$2.03K | 0.01% | 604 |
|
|
2017
Q3 | $34K | Buy |
516
+122
| +31% | +$7.84K | 0.01% | 511 |
|
|
2017
Q2 | $24K | Hold |
394
| – | – | 0.01% | 569 |
|
|
2017
Q1 | $22K | Sell |
394
-85
| -18% | -$4.3K | 0.01% | 535 |
|
|
2016
Q4 | $22K | Buy |
+479
| New | +$22.3K | 0.01% | 500 |
|
Other funds holding UL
