Hazlett, Burt & Watson’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $340K | Sell |
5,585
-480
| -8% | -$29.2K | 0.14% | 142 |
|
2025
Q1 | $363K | Sell |
6,065
-542
| -8% | -$32.4K | 0.16% | 128 |
|
2024
Q4 | $374K | Buy |
6,607
+1
| +0% | +$57 | 0.17% | 127 |
|
2024
Q3 | $427K | Hold |
6,606
| – | – | 0.2% | 117 |
|
2024
Q2 | $363K | Buy |
6,606
+380
| +6% | +$20.9K | 0.19% | 114 |
|
2024
Q1 | $314K | Sell |
6,226
-200
| -3% | -$10.1K | 0.19% | 118 |
|
2023
Q4 | $312K | Buy |
6,426
+1
| +0% | +$49 | 0.21% | 101 |
|
2023
Q3 | $318K | Buy |
6,425
+33
| +0.5% | +$1.63K | 0.24% | 86 |
|
2023
Q2 | $333K | Buy |
6,392
+70
| +1% | +$3.65K | 0.25% | 86 |
|
2023
Q1 | $328K | Buy |
6,322
+450
| +8% | +$23.3K | 0.27% | 82 |
|
2022
Q4 | $295K | Hold |
5,872
| – | – | 0.26% | 86 |
|
2022
Q3 | $258K | Buy |
5,872
+200
| +4% | +$8.79K | 0.25% | 87 |
|
2022
Q2 | $259K | Hold |
5,672
| – | – | 0.24% | 95 |
|
2022
Q1 | $259K | Buy |
+5,672
| New | +$259K | 0.21% | 106 |
|