Great Valley Advisor Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
25,702
-5,584
| -18% | -$342K | 0.03% | 361 |
|
|
2025
Q1 | $1.86M | Sell |
31,286
-50,366
| -62% | -$3M | 0.04% | 323 |
|
|
2024
Q4 | $4.63M | Buy |
81,652
+5,938
| +8% | +$337K | 0.1% | 185 |
|
|
2024
Q3 | $4.92M | Buy |
75,714
+7,581
| +11% | +$492K | 0.12% | 169 |
|
|
2024
Q2 | $3.75M | Buy |
68,133
+5,325
| +8% | +$293K | 0.1% | 208 |
|
|
2024
Q1 | $3.15M | Buy |
62,808
+27,606
| +78% | +$1.39M | 0.1% | 213 |
|
|
2023
Q4 | $1.71M | Buy |
35,202
+13,725
| +64% | +$665K | 0.06% | 263 |
|
|
2023
Q3 | $1.06M | Sell |
21,477
-841
| -4% | -$41.5K | 0.04% | 306 |
|
|
2023
Q2 | $1.16M | Buy |
22,318
+4,532
| +25% | +$236K | 0.05% | 292 |
|
|
2023
Q1 | $923K | Buy |
+17,786
| New | +$923K | 0.04% | 319 |
|