Greenleaf Trust’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Sell |
15,130
-1,112
| -7% | -$68K | 0.01% | 336 |
|
|
2025
Q1 | $967K | Buy |
16,242
+141
| +0.9% | +$8.4K | 0.01% | 336 |
|
|
2024
Q4 | $913K | Sell |
16,101
-16
| -0.1% | -$907 | 0.01% | 347 |
|
|
2024
Q3 | $1.05M | Buy |
16,117
+804
| +5% | +$52.2K | 0.01% | 322 |
|
|
2024
Q2 | $842K | Buy |
15,313
+7,289
| +91% | +$401K | 0.01% | 338 |
|
|
2024
Q1 | $403K | Sell |
8,024
-484
| -6% | -$24.3K | ﹤0.01% | 530 |
|
|
2023
Q4 | $412K | Sell |
8,508
-14,696
| -63% | -$712K | ﹤0.01% | 517 |
|
|
2023
Q3 | $1.15M | Buy |
23,204
+2,098
| +10% | +$104K | 0.01% | 244 |
|
|
2023
Q2 | $1.1M | Sell |
21,106
-685
| -3% | -$35.7K | 0.01% | 253 |
|
|
2023
Q1 | $1.13M | Buy |
21,791
+122
| +0.6% | +$6.34K | 0.01% | 256 |
|
|
2022
Q4 | $1.09M | Buy |
21,669
+1,707
| +9% | +$85.9K | 0.01% | 251 |
|
|
2022
Q3 | $875K | Sell |
19,962
-10,271
| -34% | -$450K | 0.01% | 260 |
|
|
2022
Q2 | $1.39M | Buy |
30,233
+7,967
| +36% | +$365K | 0.02% | 175 |
|
|
2022
Q1 | $1.02M | Buy |
22,266
+335
| +2% | +$15.3K | 0.01% | 249 |
|
|
2021
Q4 | $1.18M | Buy |
21,931
+2,105
| +11% | +$113K | 0.01% | 217 |
|
|
2021
Q3 | $1.08M | Buy |
19,826
+143
| +0.7% | +$7.75K | 0.01% | 219 |
|
|
2021
Q2 | $1.15M | Sell |
19,683
-827
| -4% | -$48.4K | 0.01% | 209 |
|
|
2021
Q1 | $1.15M | Buy |
20,510
+2,405
| +13% | +$134K | 0.02% | 192 |
|
|
2020
Q4 | $1.09M | Buy |
+18,105
| New | +$1.09M | 0.01% | 170 |
|
|
2018
Q2 | – | Sell |
-175
| Closed | -$10K | – | 582 |
|
|
2018
Q1 | $10K | Hold |
175
| – | – | ﹤0.01% | 529 |
|
|
2017
Q4 | $10K | Sell |
175
-100
| -36% | -$5.71K | ﹤0.01% | 659 |
|
|
2017
Q3 | $16K | Buy |
+275
| New | +$16K | ﹤0.01% | 618 |
|