Horan Capital Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,940
| Closed | -$230K | – | 91 |
|
|
2021
Q2 | $230K | Hold |
3,940
| – | – | 0.1% | 85 |
|
|
2021
Q1 | $220K | Sell |
3,940
-110
| -3% | -$6.14K | 0.11% | 84 |
|
|
2020
Q4 | $244K | Buy |
+4,050
| New | +$244K | 0.13% | 81 |
|
|
2017
Q4 | – | Sell |
-496
| Closed | -$29K | – | 259 |
|
|
2017
Q3 | $29K | Buy |
+496
| New | +$29K | 0.02% | 190 |
|