Klingman & Associates’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+4,702
| New | +$288K | 0.02% | 249 |
|
|
2016
Q4 | – | Sell |
-463
| Closed | -$22K | – | 307 |
|
|
2016
Q3 | $22K | Hold |
463
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $22K | Hold |
463
| – | – | 0.01% | 253 |
|
|
2016
Q1 | $21K | Hold |
463
| – | – | 0.01% | 251 |
|
|
2015
Q4 | $20K | Hold |
463
| – | – | 0.01% | 269 |
|
|
2015
Q3 | $18K | Sell |
463
-819
| -64% | -$31.8K | 0.01% | 271 |
|
|
2015
Q2 | $55K | Buy |
1,282
+819
| +177% | +$35.1K | 0.02% | 177 |
|
|
2015
Q1 | $19K | Buy |
+463
| New | +$19K | 0.01% | 245 |
|