Morningstar Investment Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.58M | Sell |
43,375
-38,638
| -47% | -$2.3M | 0.47% | 50 |
|
|
2024
Q4 | $4.65M | Sell |
82,013
-526,060
| -87% | -$29.8M | 0.42% | 61 |
|
|
2024
Q3 | $39.8M | Sell |
608,073
-1,548
| -0.3% | -$101K | 0.41% | 70 |
|
|
2024
Q2 | $33.7M | Buy |
609,621
+3,691
| +0.6% | +$204K | 0.37% | 78 |
|
|
2024
Q1 | $30.4M | Sell |
605,930
-606,332
| -50% | -$30.4M | 0.33% | 83 |
|
|
2023
Q4 | $58.8M | Buy |
1,212,262
+599,759
| +98% | +$29.1M | 0.33% | 81 |
|
|
2023
Q3 | $30.1M | Sell |
612,503
-6,104
| -1% | -$300K | 0.39% | 73 |
|
|
2023
Q2 | $31.9M | Sell |
618,607
-12,749
| -2% | -$657K | 0.41% | 72 |
|
|
2023
Q1 | $32.8M | Sell |
631,356
-13,044
| -2% | -$677K | 0.44% | 69 |
|
|
2022
Q4 | $32.7M | Sell |
644,400
-26,630
| -4% | -$1.35M | 0.45% | 71 |
|
|
2022
Q3 | $30M | Buy |
671,030
+1,338
| +0.2% | +$59.8K | 0.42% | 71 |
|
|
2022
Q2 | $30.5M | Sell |
669,692
-3,452
| -0.5% | -$157K | 0.41% | 67 |
|
|
2022
Q1 | $31.1M | Buy |
673,144
+1,143
| +0.2% | +$52.9K | 0.35% | 75 |
|
|
2021
Q4 | $36.1M | Sell |
672,001
-9,030
| -1% | -$486K | 0.4% | 64 |
|
|
2021
Q3 | $37.3M | Sell |
681,031
-11,431
| -2% | -$626K | 0.44% | 57 |
|
|
2021
Q2 | $41M | Sell |
692,462
-1,714
| -0.2% | -$102K | 0.49% | 53 |
|
|
2021
Q1 | $38.8M | Sell |
694,176
-46,081
| -6% | -$2.58M | 0.51% | 54 |
|
|
2020
Q4 | $44.7M | Sell |
740,257
-28,890
| -4% | -$1.74M | 0.62% | 42 |
|
|
2020
Q3 | $47.6M | Sell |
769,147
-18,541
| -2% | -$1.15M | 0.74% | 38 |
|
|
2020
Q2 | $43.5M | Sell |
787,688
-37,327
| -5% | -$2.06M | 0.72% | 40 |
|
|
2020
Q1 | $41.7M | Buy |
825,015
+238,753
| +41% | +$12.1M | 0.76% | 36 |
|
|
2019
Q4 | $33.5M | Sell |
586,262
-9,117
| -2% | -$521K | 0.53% | 61 |
|
|
2019
Q3 | $35.8M | Sell |
595,379
-16,277
| -3% | -$979K | 0.61% | 48 |
|
|
2019
Q2 | $37.9M | Sell |
611,656
-13,385
| -2% | -$829K | 0.62% | 47 |
|
|
2019
Q1 | $36.1M | Sell |
625,041
-15,765
| -2% | -$910K | 0.62% | 51 |
|
|
2018
Q4 | $33.5M | Sell |
640,806
-20,636
| -3% | -$1.08M | 0.66% | 51 |
|
|
2018
Q3 | $36.4M | Sell |
661,442
-10,171
| -2% | -$559K | 0.66% | 52 |
|
|
2018
Q2 | $37.1M | Buy |
671,613
+12,634
| +2% | +$698K | 0.7% | 49 |
|
|
2018
Q1 | $36.6M | Sell |
658,979
-203,165
| -24% | -$11.3M | 0.71% | 52 |
|
|
2017
Q4 | $47.7M | Buy |
862,144
+68,981
| +9% | +$3.82M | 0.96% | 34 |
|
|
2017
Q3 | $46M | Buy |
793,163
+85,991
| +12% | +$4.98M | 1% | 35 |
|
|
2017
Q2 | $38.3M | Buy |
707,172
+103,964
| +17% | +$5.63M | 0.89% | 42 |
|
|
2017
Q1 | $29.8M | Buy |
603,208
+84,798
| +16% | +$4.18M | 0.75% | 48 |
|
|
2016
Q4 | $21.1M | Buy |
518,410
+78,357
| +18% | +$3.19M | 0.69% | 54 |
|
|
2016
Q3 | $20.9M | Buy |
440,053
+39,212
| +10% | +$1.86M | 0.6% | 58 |
|
|
2016
Q2 | $19.3M | Buy |
400,841
+22,796
| +6% | +$1.09M | 0.61% | 55 |
|
|
2016
Q1 | $17.1M | Buy |
378,045
+26,369
| +7% | +$1.19M | 0.59% | 55 |
|
|
2015
Q4 | $15.2M | Buy |
351,676
+38,008
| +12% | +$1.64M | 0.6% | 54 |
|
|
2015
Q3 | $12.8M | Buy |
313,668
+31,130
| +11% | +$1.27M | 0.54% | 59 |
|
|
2015
Q2 | $12.1M | Buy |
282,538
+43,824
| +18% | +$1.88M | 0.52% | 64 |
|
|
2015
Q1 | $9.96M | Sell |
238,714
-222,693
| -48% | -$9.29M | 0.43% | 71 |
|
|
2014
Q4 | $18.7M | Buy |
461,407
+63,295
| +16% | +$2.56M | 0.88% | 32 |
|
|
2014
Q3 | $16.7M | Buy |
398,112
+24,583
| +7% | +$1.03M | 0.86% | 31 |
|
|
2014
Q2 | $16.9M | Buy |
373,529
+25,939
| +7% | +$1.18M | 0.98% | 25 |
|
|
2014
Q1 | $14.9M | Buy |
347,590
+162,375
| +88% | +$6.95M | 1.02% | 24 |
|
|
2013
Q4 | $7.63M | Buy |
185,215
+23,430
| +14% | +$965K | 0.57% | 48 |
|
|
2013
Q3 | $6.14M | Buy |
+161,785
| New | +$6.14M | 0.54% | 53 |
|