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