Kovitz Investment Group Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
17,377
+727
| +4% | +$44.5K | ﹤0.01% | 792 |
|
|
2025
Q1 | $991K | Buy |
16,650
+2,657
| +19% | +$158K | 0.01% | 738 |
|
|
2024
Q4 | $793K | Buy |
13,993
+1,196
| +9% | +$67.8K | ﹤0.01% | 769 |
|
|
2024
Q3 | $664K | Buy |
12,797
+1,578
| +14% | +$81.9K | ﹤0.01% | 707 |
|
|
2024
Q2 | $617K | Buy |
11,219
+1,549
| +16% | +$85.2K | 0.01% | 618 |
|
|
2024
Q1 | $485K | Sell |
9,670
-559
| -5% | -$28.1K | 0.01% | 507 |
|
|
2023
Q4 | $496K | Sell |
10,229
-37,775
| -79% | -$1.83M | 0.01% | 329 |
|
|
2023
Q3 | $2.37M | Sell |
48,004
-3,090
| -6% | -$153K | 0.04% | 221 |
|
|
2023
Q2 | $2.66M | Buy |
51,094
+1,445
| +3% | +$75.3K | 0.04% | 218 |
|
|
2023
Q1 | $2.58M | Sell |
49,649
-35,321
| -42% | -$1.83M | 0.04% | 219 |
|
|
2022
Q4 | $4.28M | Sell |
84,970
-6,297
| -7% | -$317K | 0.08% | 175 |
|
|
2022
Q3 | $4M | Sell |
91,267
-14,877
| -14% | -$652K | 0.09% | 167 |
|
|
2022
Q2 | $4.87M | Buy |
106,144
+3,475
| +3% | +$159K | 0.11% | 150 |
|
|
2022
Q1 | $4.68M | Buy |
102,669
+75,119
| +273% | +$3.42M | 0.09% | 169 |
|
|
2021
Q4 | $1.66M | Buy |
27,550
+682
| +3% | +$41.2K | 0.04% | 220 |
|
|
2021
Q3 | $1.46M | Sell |
26,868
-659
| -2% | -$35.7K | 0.03% | 264 |
|
|
2021
Q2 | $1.61M | Sell |
27,527
-100
| -0.4% | -$5.85K | 0.03% | 254 |
|
|
2021
Q1 | $1.54M | Buy |
27,627
+377
| +1% | +$21K | 0.04% | 230 |
|
|
2020
Q4 | $1.65M | Buy |
27,250
+165
| +0.6% | +$9.96K | 0.04% | 216 |
|
|
2020
Q3 | $1.67M | Sell |
27,085
-425
| -2% | -$26.2K | 0.05% | 207 |
|
|
2020
Q2 | $1.51M | Sell |
27,510
-5,356
| -16% | -$294K | 0.05% | 204 |
|
|
2020
Q1 | $1.66M | Sell |
32,866
-124
| -0.4% | -$6.27K | 0.06% | 188 |
|
|
2019
Q4 | $1.89M | Sell |
32,990
-940
| -3% | -$53.7K | 0.05% | 201 |
|
|
2019
Q3 | $2.04M | Sell |
33,930
-5,545
| -14% | -$333K | 0.06% | 193 |
|
|
2019
Q2 | $2.45M | Sell |
39,475
-500
| -1% | -$31K | 0.08% | 176 |
|
|
2019
Q1 | $2.31M | Buy |
39,975
+21,775
| +120% | +$1.26M | 0.07% | 184 |
|
|
2018
Q4 | $951K | Sell |
18,200
-1,550
| -8% | -$81K | 0.04% | 198 |
|
|
2018
Q3 | $1.09M | Hold |
19,750
| – | – | 0.05% | 87 |
|
|
2018
Q2 | $1.09M | Sell |
19,750
-100
| -0.5% | -$5.53K | 0.05% | 88 |
|
|
2018
Q1 | $1.1M | Buy |
19,850
+300
| +2% | +$16.7K | 0.05% | 85 |
|
|
2017
Q4 | $1.08K | Sell |
19,550
-2,000
| -9% | -$111 | 0.05% | 86 |
|
|
2017
Q3 | $1.25M | Sell |
21,550
-8,500
| -28% | -$493K | 0.06% | 78 |
|
|
2017
Q2 | $1.63M | Buy |
+30,050
| New | +$1.63M | 0.09% | 63 |
|