Godshalk Welsh Capital Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,475
| Closed | -$411K | – | 124 |
|
|
2023
Q4 | $411K | Sell |
8,475
-4,940
| -37% | -$239K | 0.3% | 83 |
|
|
2023
Q3 | $663K | Sell |
13,415
-1,310
| -9% | -$64.7K | 0.5% | 65 |
|
|
2023
Q2 | $768K | Buy |
14,725
+1,700
| +13% | +$88.6K | 0.53% | 64 |
|
|
2023
Q1 | $676K | Buy |
13,025
+1,650
| +15% | +$85.7K | 0.48% | 72 |
|
|
2022
Q4 | $573K | Buy |
11,375
+731
| +7% | +$36.8K | 0.42% | 76 |
|
|
2022
Q3 | $467K | Buy |
10,644
+5,894
| +124% | +$259K | 0.34% | 78 |
|
|
2022
Q2 | $218K | Buy |
+4,750
| New | +$218K | 0.16% | 112 |
|