Lake Street Advisors Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $752K | Buy |
13,257
+57
| +0.4% | +$3.23K | 0.03% | 262 |
|
|
2024
Q3 | $857K | Buy |
13,200
+625
| +5% | +$40.6K | 0.04% | 237 |
|
|
2024
Q2 | $691K | Sell |
12,575
-241
| -2% | -$13.3K | 0.03% | 274 |
|
|
2024
Q1 | $643K | Buy |
12,816
+938
| +8% | +$47.1K | 0.03% | 298 |
|
|
2023
Q4 | $576K | Sell |
11,878
-48
| -0.4% | -$2.33K | 0.03% | 302 |
|
|
2023
Q3 | $589K | Sell |
11,926
-1,111
| -9% | -$54.9K | 0.04% | 198 |
|
|
2023
Q2 | $680K | Sell |
13,037
-660
| -5% | -$34.4K | 0.04% | 192 |
|
|
2023
Q1 | $711K | Buy |
13,697
+801
| +6% | +$41.6K | 0.04% | 177 |
|
|
2022
Q4 | $649K | Sell |
12,896
-332
| -3% | -$16.7K | 0.04% | 171 |
|
|
2022
Q3 | $580K | Buy |
13,228
+1,059
| +9% | +$46.4K | 0.04% | 179 |
|
|
2022
Q2 | $558K | Sell |
12,169
-546
| -4% | -$25K | 0.04% | 169 |
|
|
2022
Q1 | $579K | Sell |
12,715
-1,500
| -11% | -$68.3K | 0.04% | 169 |
|
|
2021
Q4 | $765K | Buy |
+14,215
| New | +$765K | 0.05% | 153 |
|
|
2021
Q3 | – | Sell |
-11,119
| Closed | -$634K | – | 409 |
|
|
2021
Q2 | $634K | Buy |
11,119
+840
| +8% | +$47.9K | 0.05% | 145 |
|
|
2021
Q1 | $574K | Sell |
10,279
-214
| -2% | -$12K | 0.05% | 144 |
|
|
2020
Q4 | $633K | Buy |
10,493
+3,715
| +55% | +$224K | 0.05% | 132 |
|
|
2020
Q3 | $418K | Buy |
6,778
+860
| +15% | +$53K | 0.04% | 160 |
|
|
2020
Q2 | $325K | Sell |
5,918
-597
| -9% | -$32.8K | 0.03% | 186 |
|
|
2020
Q1 | $329K | Buy |
+6,515
| New | +$329K | 0.04% | 160 |
|
|
2018
Q3 | – | Sell |
-5,532
| Closed | -$306K | – | 307 |
|
|
2018
Q2 | $306K | Sell |
5,532
-664
| -11% | -$36.7K | 0.03% | 220 |
|
|
2018
Q1 | $344K | Hold |
6,196
| – | – | 0.04% | 177 |
|
|
2017
Q4 | $343K | Buy |
+6,196
| New | +$343K | 0.04% | 193 |
|