Great Lakes Retirement’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
16,478
+491
+3% +$30K 0.12% 145
2025
Q1
$952K Sell
15,987
-313
-2% -$18.6K 0.12% 147
2024
Q4
$924K Sell
16,300
-373
-2% -$21.2K 0.12% 148
2024
Q3
$1.08M Sell
16,673
-30
-0.2% -$1.95K 0.14% 142
2024
Q2
$919K Sell
16,703
-5,492
-25% -$302K 0.13% 145
2024
Q1
$1.11M Sell
22,195
-556
-2% -$27.9K 0.16% 126
2023
Q4
$1.1M Sell
22,751
-755
-3% -$36.6K 0.18% 117
2023
Q3
$1.16M Sell
23,506
-1,124
-5% -$55.5K 0.21% 103
2023
Q2
$1.28M Sell
24,630
-153
-0.6% -$7.98K 0.23% 93
2023
Q1
$1.29M Buy
24,783
+8,738
+54% +$454K 0.24% 83
2022
Q4
$808K Buy
+16,045
New +$808K 0.21% 84