IIM
InTrack Investment Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,282
| Closed | -$672K | – | 107 |
|
|
2024
Q4 | $672K | Sell |
12,282
-2,741
| -18% | -$150K | 0.47% | 62 |
|
|
2024
Q3 | $976K | Sell |
15,023
-6,044
| -29% | -$393K | 0.69% | 44 |
|
|
2024
Q2 | $1.16M | Sell |
21,067
-6,885
| -25% | -$379K | 0.82% | 35 |
|
|
2024
Q1 | $1.4M | Buy |
27,952
+13,633
| +95% | +$684K | 1.04% | 28 |
|
|
2023
Q4 | $694K | Buy |
+14,319
| New | +$694K | 0.52% | 66 |
|
|
2023
Q2 | – | Sell |
-12,650
| Closed | -$670K | – | 136 |
|
|
2023
Q1 | $670K | Sell |
12,650
-1,102
| -8% | -$58.3K | 0.61% | 57 |
|
|
2022
Q4 | $692K | Sell |
13,752
-4,723
| -26% | -$238K | 0.69% | 52 |
|
|
2022
Q3 | $810K | Buy |
18,475
+4,804
| +35% | +$211K | 0.9% | 38 |
|
|
2022
Q2 | $627K | Buy |
13,671
+633
| +5% | +$29K | 0.64% | 53 |
|
|
2022
Q1 | $594K | Buy |
+13,038
| New | +$594K | 0.48% | 74 |
|
|
2021
Q4 | – | Sell |
-4,117
| Closed | -$221K | – | 124 |
|
|
2021
Q3 | $221K | Sell |
4,117
-8,977
| -69% | -$482K | 0.16% | 107 |
|
|
2021
Q2 | $775K | Sell |
13,094
-706
| -5% | -$41.8K | 0.61% | 62 |
|
|
2021
Q1 | $770K | Sell |
13,800
-5,328
| -28% | -$297K | 0.71% | 53 |
|
|
2020
Q4 | $1.16M | Buy |
+19,128
| New | +$1.16M | 1.15% | 35 |
|