Harbor Investment Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.2K | Hold |
1,197
| – | – | 0.01% | 555 |
|
|
2025
Q1 | $71.3K | Sell |
1,197
-4
| -0.3% | -$238 | 0.01% | 534 |
|
|
2024
Q4 | $68.1K | Sell |
1,201
-10
| -0.8% | -$567 | 0.01% | 530 |
|
|
2024
Q3 | $78.7K | Sell |
1,211
-35
| -3% | -$2.27K | 0.01% | 508 |
|
|
2024
Q2 | $68.5K | Sell |
1,246
-4
| -0.3% | -$220 | 0.01% | 522 |
|
|
2024
Q1 | $62.7K | Buy |
1,250
+54
| +5% | +$2.71K | 0.01% | 539 |
|
|
2023
Q4 | $58K | Sell |
1,196
-59
| -5% | -$2.86K | 0.01% | 541 |
|
|
2023
Q3 | $62K | Sell |
1,255
-4,251
| -77% | -$210K | 0.01% | 507 |
|
|
2023
Q2 | $287K | Sell |
5,506
-30
| -0.5% | -$1.56K | 0.04% | 290 |
|
|
2023
Q1 | $287K | Hold |
5,536
| – | – | 0.04% | 290 |
|
|
2022
Q4 | $279K | Buy |
5,536
+401
| +8% | +$20.2K | 0.04% | 293 |
|
|
2022
Q3 | $225K | Hold |
5,135
| – | – | 0.04% | 313 |
|
|
2022
Q2 | $235K | Buy |
5,135
+136
| +3% | +$6.22K | 0.04% | 309 |
|
|
2022
Q1 | $228K | Buy |
4,999
+450
| +10% | +$20.5K | 0.03% | 344 |
|
|
2021
Q4 | $245K | Hold |
4,549
| – | – | 0.03% | 337 |
|
|
2021
Q3 | $247K | Buy |
4,549
+531
| +13% | +$28.8K | 0.03% | 324 |
|
|
2021
Q2 | $235K | Hold |
4,018
| – | – | 0.03% | 344 |
|
|
2021
Q1 | $224K | Hold |
4,018
| – | – | 0.03% | 323 |
|
|
2020
Q4 | $243K | Buy |
4,018
+1,149
| +40% | +$69.5K | 0.04% | 276 |
|
|
2020
Q3 | $177K | Hold |
2,869
| – | – | 0.03% | 292 |
|
|
2020
Q2 | $157K | Hold |
2,869
| – | – | 0.03% | 291 |
|
|
2020
Q1 | $145K | Buy |
2,869
+2,647
| +1,192% | +$134K | 0.04% | 268 |
|
|
2019
Q4 | $13K | Buy |
+222
| New | +$13K | ﹤0.01% | 594 |
|