Gryphon Financial Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Buy |
7,093
+909
| +15% | +$55.6K | 0.06% | 199 |
|
|
2025
Q1 | $368K | Buy |
6,184
+569
| +10% | +$33.9K | 0.05% | 192 |
|
|
2024
Q4 | $318K | Buy |
5,615
+111
| +2% | +$6.29K | 0.05% | 192 |
|
|
2024
Q3 | $358K | Buy |
5,504
+1,805
| +49% | +$117K | 0.05% | 203 |
|
|
2024
Q2 | $203K | Buy |
+3,699
| New | +$203K | 0.03% | 264 |
|
|
2019
Q1 | – | Sell |
-4,648
| Closed | -$251K | – | 184 |
|
|
2018
Q4 | $251K | Buy |
+4,648
| New | +$251K | 0.06% | 169 |
|
|
2018
Q3 | – | Sell |
-901
| Closed | -$50K | – | 791 |
|
|
2018
Q2 | $50K | Sell |
901
-2
| -0.2% | -$111 | 0.02% | 226 |
|
|
2018
Q1 | $50K | Sell |
903
-29
| -3% | -$1.61K | 0.03% | 226 |
|
|
2017
Q4 | $52K | Buy |
+932
| New | +$52K | 0.03% | 237 |
|