Golden State Equity Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
13,700
+869
| +7% | +$53.2K | 0.16% | 163 |
|
|
2025
Q1 | $764K | Buy |
12,831
+2,330
| +22% | +$139K | 0.15% | 169 |
|
|
2024
Q4 | $595K | Buy |
10,501
+3,492
| +50% | +$198K | 0.11% | 201 |
|
|
2024
Q3 | $455K | Buy |
+7,009
| New | +$455K | 0.24% | 99 |
|
|
2023
Q4 | $710K | Sell |
14,642
-1,689
| -10% | -$81.9K | 0.17% | 135 |
|
|
2023
Q3 | $807K | Buy |
16,331
+13,387
| +455% | +$661K | 0.22% | 111 |
|
|
2023
Q2 | $153K | Sell |
2,944
-7,752
| -72% | -$404K | 0.04% | 354 |
|
|
2023
Q1 | $555K | Buy |
+10,696
| New | +$555K | 0.3% | 89 |
|
|
2022
Q1 | $538K | Buy |
+11,812
| New | +$538K | 0.27% | 105 |
|
|
2021
Q4 | – | Sell |
-6,649
| Closed | -$360K | – | 256 |
|
|
2021
Q3 | $360K | Sell |
6,649
-133
| -2% | -$7.2K | 0.15% | 141 |
|
|
2021
Q2 | $397K | Buy |
6,782
+2,009
| +42% | +$118K | 0.15% | 145 |
|
|
2021
Q1 | $266K | Buy |
+4,773
| New | +$266K | 0.15% | 135 |
|