Gryphon Financial Partners’s Unilever UL Stock Holding History

Gryphon Financial Partners’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$464K	Buy	8,152 +895	+12%	+$60K	0.05%	227
2025 Q4	$475K	Buy	7,257 +733	+11%	+$49.3K	0.05%	213
2025 Q3	$435K	Buy	6,524 +219	+3%	+$15.1K	0.05%	212
2025 Q2	$434K	Buy	6,305 +808	+15%	+$56.7K	0.06%	199
2025 Q1	$368K	Buy	5,497 +506	+10%	+$32.6K	0.05%	194
2024 Q4	$318K	Buy	4,991 +99	+2%	+$6.68K	0.05%	194
2024 Q3	$358K	Buy	4,892 +1,604	+49%	+$111K	0.05%	205
2024 Q2	$203K	Buy	+3,288	New	+$194K	0.03%	264
2019 Q1	–	Sell	-4,132	Closed	-$251K	–	184
2018 Q4	$251K	Buy	+4,132	New	+$249K	0.06%	169
2018 Q3	–	Sell	-801	Closed	-$50K	–	791
2018 Q2	$50K	Sell	801 -2	-0.2%	-$124	0.02%	226
2018 Q1	$50K	Sell	803 -25	-3%	-$1.52K	0.03%	226
2017 Q4	$52K	Buy	+828	New	+$52.5K	0.03%	237

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