Matthew Hamilton Rosenberg’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $236K | Sell |
4,145
-216
| -5% | -$14.5K | 0.05% | 184 |
|
|
2025
Q4 | $285K | Buy |
4,361
+517
| +13% | +$34.7K | 0.06% | 157 |
|
|
2025
Q3 | $256K | Buy |
3,844
+75
| +2% | +$5.18K | 0.06% | 170 |
|
|
2025
Q2 | $259K | Buy |
3,769
+238
| +7% | +$16.7K | 0.06% | 166 |
|
|
2025
Q1 | $237K | Buy |
3,531
+600
| +20% | +$38.7K | 0.06% | 161 |
|
|
2024
Q4 | $187K | Buy |
2,931
+1,755
| +149% | +$119K | 0.05% | 193 |
|
|
2024
Q3 | $85.9K | Hold |
1,176
| – | – | 0.02% | 345 |
|
|
2024
Q2 | $72.4K | Sell |
1,176
-1,892
| -62% | -$112K | 0.02% | 357 |
|
|
2024
Q1 | $172K | Sell |
3,068
-304
| -9% | -$16.8K | 0.05% | 211 |
|
|
2023
Q4 | $184K | Sell |
3,372
-314
| -9% | -$16.9K | 0.06% | 195 |
|
|
2023
Q3 | $205K | Buy |
3,686
+234
| +7% | +$13.5K | 0.07% | 154 |
|
|
2023
Q2 | $202K | Sell |
3,452
-72
| -2% | -$4.28K | 0.07% | 169 |
|
|
2023
Q1 | $206K | Sell |
3,524
-415
| -11% | -$23.6K | 0.07% | 179 |
|
|
2022
Q4 | $223K | Buy |
3,939
+52
| +1% | +$2.78K | 0.08% | 163 |
|
|
2022
Q3 | $192K | Sell |
3,887
-29
| -0.7% | -$1.51K | 0.07% | 168 |
|
|
2022
Q2 | $204K | Sell |
3,916
-48
| -1% | -$2.44K | 0.08% | 166 |
|
|
2022
Q1 | $203K | Buy |
3,964
+1,557
| +65% | +$86.7K | 0.07% | 184 |
|
|
2021
Q4 | $146K | Sell |
2,407
-1,682
| -41% | -$99.9K | 0.05% | 240 |
|
|
2021
Q3 | $249K | Sell |
4,089
-534
| -12% | -$34K | 0.1% | 131 |
|
|
2021
Q2 | $304K | Hold |
4,623
| – | – | 0.16% | 75 |
|
|
2021
Q1 | $290K | Buy |
4,623
+531
| +13% | +$33.8K | 0.17% | 77 |
|
|
2020
Q4 | $278K | Hold |
4,092
| – | – | 0.17% | 67 |
|
|
2020
Q3 | $284K | Buy |
4,092
+578
| +16% | +$38.6K | 0.21% | 59 |
|
|
2020
Q2 | $217K | Buy |
3,514
+846
| +32% | +$50.6K | 0.17% | 73 |
|
|
2020
Q1 | $152K | Buy |
+2,668
| New | +$167K | 0.15% | 74 |
|
Other funds holding UL
