Hartford Financial Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5K | Hold |
289
| – | – | ﹤0.01% | 247 |
|
|
2025
Q4 | $18.9K | Sell |
289
-1
| -0.3% | -$67 | ﹤0.01% | 243 |
|
|
2025
Q3 | $19.3K | Sell |
290
-1,142
| -80% | -$78.8K | 0.01% | 242 |
|
|
2025
Q2 | $98.5K | Sell |
1,432
-48
| -3% | -$3.37K | 0.03% | 159 |
|
|
2025
Q1 | $99.2K | Sell |
1,480
-31
| -2% | -$2K | 0.02% | 183 |
|
|
2024
Q4 | $96.4K | Sell |
1,511
-121
| -7% | -$8.17K | 0.02% | 186 |
|
|
2024
Q3 | $119K | Hold |
1,632
| – | – | 0.02% | 175 |
|
|
2024
Q2 | $101K | Hold |
1,632
| – | – | 0.02% | 179 |
|
|
2024
Q1 | $92.1K | Sell |
1,632
-146
| -8% | -$8.09K | 0.02% | 185 |
|
|
2023
Q4 | $97K | Hold |
1,778
| – | – | 0.02% | 185 |
|
|
2023
Q3 | $98.8K | Hold |
1,778
| – | – | 0.03% | 185 |
|
|
2023
Q2 | $104K | Hold |
1,778
| – | – | 0.03% | 183 |
|
|
2023
Q1 | $104K | Sell |
1,778
-134
| -7% | -$7.61K | 0.03% | 179 |
|
|
2022
Q4 | $108K | Sell |
1,912
-370
| -16% | -$19.8K | 0.03% | 174 |
|
|
2022
Q3 | $113K | Hold |
2,282
| – | – | 0.03% | 170 |
|
|
2022
Q2 | $118K | Hold |
2,282
| – | – | 0.03% | 169 |
|
|
2022
Q1 | $117K | Hold |
2,282
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $138K | Sell |
2,282
-144
| -6% | -$8.55K | 0.03% | 165 |
|
|
2021
Q3 | $148K | Buy |
2,426
+144
| +6% | +$9.18K | 0.04% | 158 |
|
|
2021
Q2 | $150K | Hold |
2,282
| – | – | 0.04% | 156 |
|
|
2021
Q1 | $143K | Sell |
2,282
-15
| -0.7% | -$955 | 0.04% | 157 |
|
|
2020
Q4 | $156K | Buy |
2,297
+1,408
| +158% | +$95.5K | 0.04% | 152 |
|
|
2020
Q3 | $62K | Hold |
889
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $55K | Hold |
889
| – | – | 0.02% | 189 |
|
|
2020
Q1 | $51K | Sell |
889
-1,298
| -59% | -$81.4K | 0.02% | 186 |
|
|
2019
Q4 | $141K | Hold |
2,187
| – | – | 0.04% | 165 |
|
|
2019
Q3 | $148K | Hold |
2,187
| – | – | 0.05% | 166 |
|
|
2019
Q2 | $152K | Hold |
2,187
| – | – | 0.05% | 167 |
|
|
2019
Q1 | $142K | Hold |
2,187
| – | – | 0.05% | 167 |
|
|
2018
Q4 | $129K | Hold |
2,187
| – | – | 0.05% | 172 |
|
|
2018
Q3 | $135K | Sell |
2,187
-14
| -0.6% | -$883 | 0.05% | 177 |
|
|
2018
Q2 | $137K | Hold |
2,201
| – | – | 0.05% | 175 |
|
|
2018
Q1 | $137K | Hold |
2,201
| – | – | 0.07% | 141 |
|
|
2017
Q4 | $137K | Hold |
2,201
| – | – | 0.07% | 144 |
|
|
2017
Q3 | $143K | Hold |
2,201
| – | – | 0.07% | 141 |
|
|
2017
Q2 | $134K | Hold |
2,201
| – | – | 0.06% | 151 |
|
|
2017
Q1 | $122K | Buy |
2,201
+1,298
| +144% | +$65.7K | 0.07% | 138 |
|
|
2016
Q4 | $41K | Buy |
903
+267
| +42% | +$12.4K | 0.02% | 164 |
|
|
2016
Q3 | $33K | Hold |
636
| – | – | 0.02% | 178 |
|
|
2016
Q2 | $34K | Hold |
636
| – | – | 0.02% | 163 |
|
|
2016
Q1 | $32K | Hold |
636
| – | – | 0.02% | 167 |
|
|
2015
Q4 | $30K | Hold |
636
| – | – | 0.02% | 168 |
|
|
2015
Q3 | $29K | Hold |
636
| – | – | 0.02% | 163 |
|
|
2015
Q2 | $30K | Buy |
+636
| New | +$31.4K | 0.02% | 177 |
|
|
2015
Q1 | – | Sell |
-636
| Closed | -$28K | – | 215 |
|
|
2014
Q4 | $28K | Hold |
636
| – | – | 0.02% | 157 |
|
|
2014
Q3 | $30K | Sell |
636
-356
| -36% | -$17.6K | 0.02% | 173 |
|
|
2014
Q2 | $50K | Sell |
992
-356
| -26% | -$17.8K | 0.03% | 155 |
|
|
2014
Q1 | $64K | Hold |
1,348
| – | – | 0.04% | 142 |
|
|
2013
Q4 | $62K | Hold |
1,348
| – | – | 0.04% | 143 |
|
|
2013
Q3 | $58K | Hold |
1,348
| – | – | 0.04% | 157 |
|
|
2013
Q2 | $61K | Buy |
+1,348
| New | +$64K | 0.04% | 150 |
|
Other funds holding UL
