Gradient Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-60
| Closed | -$3.3K | – | 1235 |
|
|
2024
Q2 | $3.3K | Buy |
+60
| New | +$3.3K | ﹤0.01% | 914 |
|
|
2024
Q1 | – | Sell |
-241
| Closed | -$11.7K | – | 1805 |
|
|
2023
Q4 | $11.7K | Buy |
241
+3
| +1% | +$145 | ﹤0.01% | 810 |
|
|
2023
Q3 | $11.8K | Buy |
238
+88
| +59% | +$4.35K | ﹤0.01% | 779 |
|
|
2023
Q2 | $7.82K | Buy |
150
+36
| +32% | +$1.88K | ﹤0.01% | 857 |
|
|
2023
Q1 | $5.92K | Buy |
114
+19
| +20% | +$987 | ﹤0.01% | 913 |
|
|
2022
Q4 | $4.78K | Sell |
95
-204
| -68% | -$10.3K | ﹤0.01% | 936 |
|
|
2022
Q3 | $13K | Buy |
299
+204
| +215% | +$8.87K | ﹤0.01% | 756 |
|
|
2022
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 950 |
|
|
2022
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 945 |
|
|
2021
Q4 | $5K | Hold |
95
| – | – | ﹤0.01% | 949 |
|
|
2021
Q3 | $5K | Sell |
95
-142
| -60% | -$7.47K | ﹤0.01% | 893 |
|
|
2021
Q2 | $14K | Buy |
237
+111
| +88% | +$6.56K | ﹤0.01% | 702 |
|
|
2021
Q1 | $7K | Sell |
126
-9,569
| -99% | -$532K | ﹤0.01% | 840 |
|
|
2020
Q4 | $598K | Sell |
9,695
-969
| -9% | -$59.8K | 0.03% | 179 |
|
|
2020
Q3 | $658K | Sell |
10,664
-1,242
| -10% | -$76.6K | 0.03% | 178 |
|
|
2020
Q2 | $653K | Sell |
11,906
-12,994
| -52% | -$713K | 0.03% | 175 |
|
|
2020
Q1 | $1.26M | Sell |
24,900
-634
| -2% | -$32.1K | 0.07% | 152 |
|
|
2019
Q4 | $1.46M | Buy |
+25,534
| New | +$1.46M | 0.07% | 168 |
|
|
2019
Q1 | – | Sell |
-363
| Closed | -$19K | – | 1006 |
|
|
2018
Q4 | $19K | Buy |
363
+115
| +46% | +$6.02K | ﹤0.01% | 463 |
|
|
2018
Q3 | $14K | Hold |
248
| – | – | ﹤0.01% | 571 |
|
|
2018
Q2 | $14K | Buy |
248
+237
| +2,155% | +$13.4K | ﹤0.01% | 553 |
|
|
2018
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 951 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 961 |
|
|
2017
Q3 | – | Sell |
-70
| Closed | -$4K | – | 680 |
|
|
2017
Q2 | $4K | Sell |
70
-41
| -37% | -$2.34K | ﹤0.01% | 626 |
|
|
2017
Q1 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 619 |
|
|
2014
Q2 | – | Sell |
-199
| Closed | -$9K | – | 568 |
|
|
2014
Q1 | $9K | Buy |
199
+137
| +221% | +$6.2K | ﹤0.01% | 355 |
|
|
2013
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 482 |
|