Mather Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
6,909
-204
| -3% | -$12.5K | ﹤0.01% | 419 |
|
|
2025
Q1 | $424K | Buy |
7,113
+328
| +5% | +$19.5K | ﹤0.01% | 415 |
|
|
2024
Q4 | $385K | Buy |
6,785
+151
| +2% | +$8.56K | 0.01% | 409 |
|
|
2024
Q3 | $431K | Sell |
6,634
-4,046
| -38% | -$263K | 0.01% | 398 |
|
|
2024
Q2 | $536K | Buy |
10,680
+1,127
| +12% | +$56.6K | 0.01% | 401 |
|
|
2024
Q1 | $463K | Buy |
9,553
+179
| +2% | +$8.68K | 0.01% | 355 |
|
|
2023
Q4 | $454K | Sell |
9,374
-4
| -0% | -$194 | 0.01% | 372 |
|
|
2023
Q3 | $463K | Buy |
9,378
+45
| +0.5% | +$2.22K | 0.01% | 339 |
|
|
2023
Q2 | $487K | Sell |
9,333
-471
| -5% | -$24.6K | 0.01% | 354 |
|
|
2023
Q1 | $509K | Buy |
9,804
+4,256
| +77% | +$221K | 0.01% | 321 |
|
|
2022
Q4 | $279K | Sell |
5,548
-1
| -0% | -$50 | 0.01% | 402 |
|
|
2022
Q3 | $243K | Buy |
+5,549
| New | +$243K | 0.01% | 411 |
|
|
2022
Q1 | – | Sell |
-4,684
| Closed | -$252K | – | 473 |
|
|
2021
Q4 | $252K | Buy |
+4,684
| New | +$252K | ﹤0.01% | 325 |
|