MMBG Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
3,381
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $201K | Buy |
+3,381
| New | +$201K | 0.02% | 168 |
|
|
2024
Q4 | – | Sell |
-3,381
| Closed | -$220K | – | 174 |
|
|
2024
Q3 | $220K | Buy |
+3,381
| New | +$220K | 0.02% | 161 |
|
|
2023
Q2 | – | Sell |
-5,514
| Closed | -$286K | – | 164 |
|
|
2023
Q1 | $286K | Hold |
5,514
| – | – | 0.04% | 145 |
|
|
2022
Q4 | $278K | Sell |
5,514
-532
| -9% | -$26.8K | 0.04% | 144 |
|
|
2022
Q3 | $265K | Hold |
6,046
| – | – | 0.04% | 142 |
|
|
2022
Q2 | $277K | Hold |
6,046
| – | – | 0.03% | 140 |
|
|
2022
Q1 | $276K | Hold |
6,046
| – | – | 0.03% | 148 |
|
|
2021
Q4 | $325K | Buy |
+6,046
| New | +$325K | 0.03% | 144 |
|