Great Diamond Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $500K | Sell |
8,775
-179
| -2% | -$12K | 0.1% | 159 |
|
|
2025
Q4 | $586K | Sell |
8,954
-412
| -4% | -$27.7K | 0.11% | 147 |
|
|
2025
Q3 | $625K | Sell |
9,366
-863
| -8% | -$59.6K | 0.12% | 139 |
|
|
2025
Q2 | $704K | Buy |
10,229
+6,505
| +175% | +$456K | 0.15% | 129 |
|
|
2025
Q1 | $250K | Sell |
3,724
-128
| -3% | -$8.26K | 0.07% | 152 |
|
|
2024
Q4 | $246K | Sell |
3,852
-346
| -8% | -$23.4K | 0.06% | 156 |
|
|
2024
Q3 | $307K | Sell |
4,198
-1,547
| -27% | -$107K | 0.08% | 148 |
|
|
2024
Q2 | $355K | Sell |
5,745
-707
| -11% | -$41.8K | 0.08% | 153 |
|
|
2024
Q1 | $364K | Buy |
6,452
+44
| +0.7% | +$2.44K | 0.08% | 157 |
|
|
2023
Q4 | $349K | Sell |
6,408
-30
| -0.5% | -$1.62K | 0.09% | 160 |
|
|
2023
Q3 | $358K | Buy |
6,438
+26
| +0.4% | +$1.5K | 0.1% | 154 |
|
|
2023
Q2 | $376K | Buy |
6,412
+57
| +0.9% | +$3.38K | 0.1% | 150 |
|
|
2023
Q1 | $371K | Sell |
6,355
-151
| -2% | -$8.58K | 0.11% | 142 |
|
|
2022
Q4 | $369K | Buy |
6,506
+94
| +1% | +$5.03K | 0.11% | 141 |
|
|
2022
Q3 | $316K | Sell |
6,412
-93
| -1% | -$4.86K | 0.11% | 152 |
|
|
2022
Q2 | $335K | Buy |
6,505
+78
| +1% | +$3.97K | 0.11% | 151 |
|
|
2022
Q1 | $329K | Buy |
6,427
+2,894
| +82% | +$161K | 0.09% | 163 |
|
|
2021
Q4 | $213K | Sell |
3,533
-251
| -7% | -$14.9K | 0.05% | 210 |
|
|
2021
Q3 | $230K | Buy |
3,784
+268
| +8% | +$17.1K | 0.06% | 191 |
|
|
2021
Q2 | $231K | Buy |
3,516
+116
| +3% | +$7.71K | 0.07% | 186 |
|
|
2021
Q1 | $213K | Buy |
3,400
+110
| +3% | +$7K | 0.07% | 191 |
|
|
2020
Q4 | $223K | Buy |
+3,290
| New | +$223K | 0.07% | 169 |
|
|
2020
Q1 | – | Sell |
-129
| Closed | -$8K | – | 574 |
|
|
2019
Q4 | $8K | Buy |
+129
| New | +$8.57K | ﹤0.01% | 578 |
|
Other funds holding UL
