Great Diamond 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 | $704K | Buy |
11,508
+7,318
| +175% | +$448K | 0.15% | 129 |
|
|
2025
Q1 | $250K | Sell |
4,190
-143
| -3% | -$8.52K | 0.07% | 152 |
|
|
2024
Q4 | $246K | Sell |
4,333
-390
| -8% | -$22.1K | 0.06% | 156 |
|
|
2024
Q3 | $307K | Sell |
4,723
-1,740
| -27% | -$113K | 0.08% | 148 |
|
|
2024
Q2 | $355K | Sell |
6,463
-795
| -11% | -$43.7K | 0.08% | 153 |
|
|
2024
Q1 | $364K | Buy |
7,258
+49
| +0.7% | +$2.46K | 0.08% | 157 |
|
|
2023
Q4 | $349K | Sell |
7,209
-34
| -0.5% | -$1.65K | 0.09% | 160 |
|
|
2023
Q3 | $358K | Buy |
7,243
+29
| +0.4% | +$1.43K | 0.1% | 154 |
|
|
2023
Q2 | $376K | Buy |
7,214
+65
| +0.9% | +$3.39K | 0.1% | 150 |
|
|
2023
Q1 | $371K | Sell |
7,149
-170
| -2% | -$8.83K | 0.11% | 142 |
|
|
2022
Q4 | $369K | Buy |
7,319
+105
| +1% | +$5.29K | 0.11% | 141 |
|
|
2022
Q3 | $316K | Sell |
7,214
-104
| -1% | -$4.56K | 0.11% | 152 |
|
|
2022
Q2 | $335K | Buy |
7,318
+88
| +1% | +$4.03K | 0.11% | 151 |
|
|
2022
Q1 | $329K | Buy |
7,230
+3,255
| +82% | +$148K | 0.09% | 163 |
|
|
2021
Q4 | $213K | Sell |
3,975
-282
| -7% | -$15.1K | 0.05% | 210 |
|
|
2021
Q3 | $230K | Buy |
4,257
+302
| +8% | +$16.3K | 0.06% | 191 |
|
|
2021
Q2 | $231K | Buy |
3,955
+130
| +3% | +$7.59K | 0.07% | 186 |
|
|
2021
Q1 | $213K | Buy |
3,825
+124
| +3% | +$6.91K | 0.07% | 191 |
|
|
2020
Q4 | $223K | Buy |
+3,701
| New | +$223K | 0.07% | 169 |
|
|
2020
Q1 | – | Sell |
-145
| Closed | -$8K | – | 574 |
|
|
2019
Q4 | $8K | Buy |
+145
| New | +$8K | ﹤0.01% | 578 |
|