Hartford Financial Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.5K | Sell |
1,611
-54
| -3% | -$3.3K | 0.03% | 159 |
|
|
2025
Q1 | $99.2K | Sell |
1,665
-35
| -2% | -$2.08K | 0.02% | 183 |
|
|
2024
Q4 | $96.4K | Sell |
1,700
-136
| -7% | -$7.71K | 0.02% | 186 |
|
|
2024
Q3 | $119K | Hold |
1,836
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $101K | Hold |
1,836
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $92.1K | Sell |
1,836
-164
| -8% | -$8.23K | 0.02% | 185 |
|
|
2023
Q4 | $97K | Hold |
2,000
| – | – | 0.02% | 185 |
|
|
2023
Q3 | $98.8K | Hold |
2,000
| – | – | 0.03% | 185 |
|
|
2023
Q2 | $104K | Hold |
2,000
| – | – | 0.03% | 183 |
|
|
2023
Q1 | $104K | Sell |
2,000
-151
| -7% | -$7.84K | 0.03% | 179 |
|
|
2022
Q4 | $108K | Sell |
2,151
-416
| -16% | -$20.9K | 0.03% | 174 |
|
|
2022
Q3 | $113K | Hold |
2,567
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $118K | Hold |
2,567
| – | – | 0.03% | 169 |
|
|
2022
Q1 | $117K | Hold |
2,567
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $138K | Sell |
2,567
-162
| -6% | -$8.71K | 0.03% | 165 |
|
|
2021
Q3 | $148K | Buy |
2,729
+162
| +6% | +$8.79K | 0.04% | 158 |
|
|
2021
Q2 | $150K | Hold |
2,567
| – | – | 0.04% | 156 |
|
|
2021
Q1 | $143K | Sell |
2,567
-17
| -0.7% | -$947 | 0.04% | 157 |
|
|
2020
Q4 | $156K | Buy |
2,584
+1,584
| +158% | +$95.6K | 0.04% | 151 |
|
|
2020
Q3 | $62K | Hold |
1,000
| – | – | 0.02% | 180 |
|
|
2020
Q2 | $55K | Hold |
1,000
| – | – | 0.02% | 188 |
|
|
2020
Q1 | $51K | Sell |
1,000
-1,460
| -59% | -$74.5K | 0.02% | 186 |
|
|
2019
Q4 | $141K | Hold |
2,460
| – | – | 0.04% | 165 |
|
|
2019
Q3 | $148K | Hold |
2,460
| – | – | 0.05% | 166 |
|
|
2019
Q2 | $152K | Hold |
2,460
| – | – | 0.05% | 167 |
|
|
2019
Q1 | $142K | Hold |
2,460
| – | – | 0.05% | 167 |
|
|
2018
Q4 | $129K | Hold |
2,460
| – | – | 0.05% | 172 |
|
|
2018
Q3 | $135K | Sell |
2,460
-16
| -0.6% | -$878 | 0.05% | 177 |
|
|
2018
Q2 | $137K | Hold |
2,476
| – | – | 0.05% | 175 |
|
|
2018
Q1 | $137K | Hold |
2,476
| – | – | 0.07% | 141 |
|
|
2017
Q4 | $137K | Hold |
2,476
| – | – | 0.07% | 144 |
|
|
2017
Q3 | $143K | Hold |
2,476
| – | – | 0.07% | 141 |
|
|
2017
Q2 | $134K | Hold |
2,476
| – | – | 0.06% | 151 |
|
|
2017
Q1 | $122K | Buy |
2,476
+1,460
| +144% | +$71.9K | 0.07% | 138 |
|
|
2016
Q4 | $41K | Buy |
1,016
+300
| +42% | +$12.1K | 0.02% | 164 |
|
|
2016
Q3 | $33K | Hold |
716
| – | – | 0.02% | 178 |
|
|
2016
Q2 | $34K | Hold |
716
| – | – | 0.02% | 163 |
|
|
2016
Q1 | $32K | Hold |
716
| – | – | 0.02% | 167 |
|
|
2015
Q4 | $30K | Hold |
716
| – | – | 0.02% | 168 |
|
|
2015
Q3 | $29K | Hold |
716
| – | – | 0.02% | 163 |
|
|
2015
Q2 | $30K | Buy |
+716
| New | +$30K | 0.02% | 177 |
|
|
2015
Q1 | – | Sell |
-716
| Closed | -$28K | – | 215 |
|
|
2014
Q4 | $28K | Hold |
716
| – | – | 0.02% | 157 |
|
|
2014
Q3 | $30K | Sell |
716
-400
| -36% | -$16.8K | 0.02% | 173 |
|
|
2014
Q2 | $50K | Sell |
1,116
-400
| -26% | -$17.9K | 0.03% | 155 |
|
|
2014
Q1 | $64K | Hold |
1,516
| – | – | 0.04% | 142 |
|
|
2013
Q4 | $62K | Hold |
1,516
| – | – | 0.04% | 143 |
|
|
2013
Q3 | $58K | Hold |
1,516
| – | – | 0.04% | 157 |
|
|
2013
Q2 | $61K | Buy |
+1,516
| New | +$61K | 0.04% | 150 |
|