Mackenzie Financial’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-81,443
| Closed | -$4.62M | – | 1796 |
|
2024
Q4 | $4.62M | Buy |
+81,443
| New | +$4.62M | 0.01% | 586 |
|
2016
Q3 | – | Sell |
-60,925
| Closed | -$2.92M | – | 855 |
|
2016
Q2 | $2.92M | Buy |
60,925
+3,800
| +7% | +$182K | 0.02% | 378 |
|
2016
Q1 | $2.58M | Buy |
57,125
+2,300
| +4% | +$104K | 0.02% | 318 |
|
2015
Q4 | $2.36M | Buy |
54,825
+3,100
| +6% | +$134K | 0.01% | 380 |
|
2015
Q3 | $2.11M | Sell |
51,725
-8,125
| -14% | -$331K | 0.01% | 400 |
|
2015
Q2 | $2.57M | Sell |
59,850
-6,800
| -10% | -$292K | 0.01% | 388 |
|
2015
Q1 | $2.78M | Hold |
66,650
| – | – | 0.01% | 376 |
|
2014
Q4 | $2.7M | Hold |
66,650
| – | – | 0.01% | 378 |
|
2014
Q3 | $2.79M | Hold |
66,650
| – | – | 0.01% | 351 |
|
2014
Q2 | $3.02M | Sell |
66,650
-3,350
| -5% | -$152K | 0.01% | 362 |
|
2014
Q1 | $3M | Buy |
70,000
+5,200
| +8% | +$222K | 0.01% | 352 |
|
2013
Q4 | $2.67M | Buy |
+64,800
| New | +$2.67M | 0.01% | 349 |
|