Graybill Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
4,796
-54
| -1% | -$3.3K | 0.1% | 74 |
|
|
2025
Q1 | $289K | Buy |
+4,850
| New | +$289K | 0.1% | 74 |
|
|
2024
Q3 | $341K | Hold |
5,254
| – | – | 0.13% | 54 |
|
|
2024
Q2 | $289K | Buy |
5,254
+90
| +2% | +$4.95K | 0.12% | 54 |
|
|
2024
Q1 | $259K | Buy |
5,164
+115
| +2% | +$5.77K | 0.11% | 54 |
|
|
2023
Q4 | $245K | Sell |
5,049
-6
| -0.1% | -$291 | 0.11% | 55 |
|
|
2023
Q3 | $250K | Sell |
5,055
-383
| -7% | -$18.9K | 0.12% | 53 |
|
|
2023
Q2 | $283K | Sell |
5,438
-192
| -3% | -$10K | 0.13% | 51 |
|
|
2023
Q1 | $292K | Buy |
5,630
+105
| +2% | +$5.45K | 0.15% | 49 |
|
|
2022
Q4 | $278K | Sell |
5,525
-72
| -1% | -$3.63K | 0.15% | 48 |
|
|
2022
Q3 | $245K | Buy |
5,597
+45
| +0.8% | +$1.97K | 0.15% | 48 |
|
|
2022
Q2 | $254K | Buy |
5,552
+30
| +0.5% | +$1.37K | 0.14% | 49 |
|
|
2022
Q1 | $252K | Sell |
5,522
-85,708
| -94% | -$3.91M | 0.12% | 49 |
|
|
2021
Q4 | $4.91M | Buy |
91,230
+1,042
| +1% | +$56K | 2.23% | 16 |
|
|
2021
Q3 | $4.89M | Buy |
90,188
+1,695
| +2% | +$91.9K | 2.41% | 14 |
|
|
2021
Q2 | $5.18M | Buy |
88,493
+780
| +0.9% | +$45.6K | 2.55% | 12 |
|
|
2021
Q1 | $4.9M | Buy |
87,713
+1,838
| +2% | +$103K | 2.59% | 14 |
|
|
2020
Q4 | $5.18M | Buy |
85,875
+27,370
| +47% | +$1.65M | 2.92% | 11 |
|
|
2020
Q3 | $3.61M | Buy |
58,505
+386
| +0.7% | +$23.8K | 2.35% | 15 |
|
|
2020
Q2 | $3.19M | Buy |
58,119
+885
| +2% | +$48.6K | 2.35% | 20 |
|
|
2020
Q1 | $2.89M | Buy |
+57,234
| New | +$2.89M | 2.56% | 20 |
|