Marietta Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,211
| Closed | -$415K | – | 111 |
|
|
2020
Q1 | $415K | Buy |
8,211
+520
| +7% | +$26.3K | 0.16% | 91 |
|
|
2019
Q4 | $440K | Sell |
7,691
-222
| -3% | -$12.7K | 0.15% | 95 |
|
|
2019
Q3 | $476K | Sell |
7,913
-398
| -5% | -$23.9K | 0.17% | 89 |
|
|
2019
Q2 | $515K | Sell |
8,311
-2,166
| -21% | -$134K | 0.2% | 88 |
|
|
2019
Q1 | $605K | Buy |
10,477
+328
| +3% | +$18.9K | 0.25% | 81 |
|
|
2018
Q4 | $530K | Sell |
10,149
-130
| -1% | -$6.79K | 0.25% | 87 |
|
|
2018
Q3 | $565K | Buy |
10,279
+266
| +3% | +$14.6K | 0.25% | 90 |
|
|
2018
Q2 | $554K | Buy |
10,013
+353
| +4% | +$19.5K | 0.27% | 89 |
|
|
2018
Q1 | $537K | Buy |
9,660
+165
| +2% | +$9.17K | 0.28% | 85 |
|
|
2017
Q4 | $525K | Sell |
9,495
-213
| -2% | -$11.8K | 0.28% | 86 |
|
|
2017
Q3 | $563K | Sell |
9,708
-937
| -9% | -$54.3K | 0.32% | 82 |
|
|
2017
Q2 | $576K | Sell |
10,645
-652
| -6% | -$35.3K | 0.35% | 80 |
|
|
2017
Q1 | $557K | Buy |
11,297
+438
| +4% | +$21.6K | 0.37% | 83 |
|
|
2016
Q4 | $442K | Buy |
+10,859
| New | +$442K | 0.35% | 91 |
|