Inlet Private Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
21,100
-9,195
| -30% | -$562K | 0.32% | 77 |
|
|
2025
Q1 | $1.8M | Hold |
30,295
| – | – | 0.47% | 66 |
|
|
2024
Q4 | $1.72M | Sell |
30,295
-3,100
| -9% | -$176K | 0.45% | 70 |
|
|
2024
Q3 | $2.17M | Sell |
33,395
-31
| -0.1% | -$2.01K | 0.55% | 62 |
|
|
2024
Q2 | $1.84M | Sell |
33,426
-700
| -2% | -$38.5K | 0.5% | 62 |
|
|
2024
Q1 | $1.71M | Sell |
34,126
-500
| -1% | -$25.1K | 0.48% | 63 |
|
|
2023
Q4 | $1.68M | Sell |
34,626
-17,035
| -33% | -$826K | 0.51% | 62 |
|
|
2023
Q3 | $2.55M | Sell |
51,661
-861
| -2% | -$42.5K | 0.84% | 42 |
|
|
2023
Q2 | $2.74M | Hold |
52,522
| – | – | 0.69% | 48 |
|
|
2023
Q1 | $2.73M | Sell |
52,522
-800
| -2% | -$41.5K | 0.71% | 50 |
|
|
2022
Q4 | $2.68M | Sell |
53,322
-5,418
| -9% | -$273K | 0.69% | 50 |
|
|
2022
Q3 | $2.58M | Sell |
58,740
-888
| -1% | -$38.9K | 0.77% | 47 |
|
|
2022
Q2 | $2.73M | Buy |
59,628
+12
| +0% | +$550 | 0.78% | 45 |
|
|
2022
Q1 | $2.72M | Buy |
59,616
+50
| +0.1% | +$2.28K | 0.68% | 51 |
|
|
2021
Q4 | $3.2M | Sell |
59,566
-6,988
| -10% | -$376K | 0.78% | 43 |
|
|
2021
Q3 | $3.61M | Buy |
66,554
+6,500
| +11% | +$352K | 0.97% | 38 |
|
|
2021
Q2 | $3.51M | Buy |
60,054
+17
| +0% | +$994 | 0.92% | 42 |
|
|
2021
Q1 | $3.35M | Buy |
60,037
+25,730
| +75% | +$1.44M | 0.96% | 39 |
|
|
2020
Q4 | $2.07M | Buy |
34,307
+21,982
| +178% | +$1.33M | 0.68% | 54 |
|
|
2020
Q3 | $760K | Buy |
12,325
+1,098
| +10% | +$67.7K | 0.3% | 76 |
|
|
2020
Q2 | $616K | Hold |
11,227
| – | – | 0.25% | 79 |
|
|
2020
Q1 | $568K | Buy |
11,227
+2,600
| +30% | +$132K | 0.26% | 79 |
|
|
2019
Q4 | $493K | Buy |
8,627
+4,925
| +133% | +$281K | 0.16% | 96 |
|
|
2019
Q3 | $222K | Sell |
3,702
-1,500
| -29% | -$90K | 0.08% | 136 |
|
|
2019
Q2 | $326K | Buy |
5,202
+752
| +17% | +$47.1K | 0.12% | 116 |
|
|
2019
Q1 | $257K | Sell |
4,450
-800
| -15% | -$46.2K | 0.1% | 122 |
|
|
2018
Q4 | $274K | Buy |
+5,250
| New | +$274K | 0.15% | 105 |
|