Institutional & Family Asset Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.65K | Buy |
+30
| New | +$1.65K | ﹤0.01% | 595 |
|
|
2023
Q2 | – | Sell |
-214
| Closed | -$11.1K | – | 791 |
|
|
2023
Q1 | $11.1K | Sell |
214
-5
| -2% | -$260 | ﹤0.01% | 367 |
|
|
2022
Q4 | $11K | Hold |
219
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $10K | Hold |
219
| – | – | ﹤0.01% | 388 |
|
|
2022
Q2 | $10K | Hold |
219
| – | – | ﹤0.01% | 394 |
|
|
2022
Q1 | $10K | Hold |
219
| – | – | ﹤0.01% | 443 |
|
|
2021
Q4 | $12K | Sell |
219
-59
| -21% | -$3.23K | ﹤0.01% | 426 |
|
|
2021
Q3 | $15K | Hold |
278
| – | – | ﹤0.01% | 495 |
|
|
2021
Q2 | $16K | Hold |
278
| – | – | ﹤0.01% | 511 |
|
|
2021
Q1 | $16K | Hold |
278
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $17K | Sell |
278
-127
| -31% | -$7.77K | ﹤0.01% | 462 |
|
|
2020
Q3 | $25K | Hold |
405
| – | – | 0.01% | 374 |
|
|
2020
Q2 | $22K | Sell |
405
-28
| -6% | -$1.52K | ﹤0.01% | 390 |
|
|
2020
Q1 | $22K | Buy |
433
+50
| +13% | +$2.54K | 0.01% | 361 |
|
|
2019
Q4 | $22K | Hold |
383
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $23K | Buy |
383
+14
| +4% | +$841 | 0.01% | 387 |
|
|
2019
Q2 | $23K | Buy |
369
+34
| +10% | +$2.12K | 0.01% | 407 |
|
|
2019
Q1 | $19K | Hold |
335
| – | – | ﹤0.01% | 434 |
|
|
2018
Q4 | $18K | Sell |
335
-402
| -55% | -$21.6K | ﹤0.01% | 419 |
|
|
2018
Q3 | $41K | Hold |
737
| – | – | 0.01% | 371 |
|
|
2018
Q2 | $41K | Buy |
737
+393
| +114% | +$21.9K | 0.01% | 368 |
|
|
2018
Q1 | $19K | Buy |
+344
| New | +$19K | ﹤0.01% | 423 |
|