Oak Ridge Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-103,063
| Closed | -$6.57M | – | 172 |
|
|
2024
Q4 | $6.57M | Buy |
103,063
+5,415
| +6% | +$366K | 0.52% | 37 |
|
|
2024
Q3 | $7.14M | Buy |
97,648
+6,396
| +7% | +$442K | 0.62% | 33 |
|
|
2024
Q2 | $5.65M | Buy |
91,252
+4,188
| +5% | +$247K | 0.54% | 40 |
|
|
2024
Q1 | $4.92M | Buy |
87,064
+5,132
| +6% | +$284K | 0.5% | 58 |
|
|
2023
Q4 | $4.47M | Sell |
81,932
-946
| -1% | -$51K | 0.51% | 56 |
|
|
2023
Q3 | $4.61M | Buy |
82,878
+1,051
| +1% | +$60.7K | 0.59% | 55 |
|
|
2023
Q2 | $4.8M | Sell |
81,827
-767
| -0.9% | -$45.5K | 0.59% | 56 |
|
|
2023
Q1 | $4.83M | Sell |
82,594
-317
| -0.4% | -$18K | 0.65% | 54 |
|
|
2022
Q4 | $4.7M | Buy |
82,911
+2,152
| +3% | +$115K | 0.7% | 50 |
|
|
2022
Q3 | $3.98M | Buy |
80,759
+28,640
| +55% | +$1.5M | 0.6% | 53 |
|
|
2022
Q2 | $2.69M | Sell |
52,119
-766
| -1% | -$39K | 0.39% | 81 |
|
|
2022
Q1 | $2.71M | Sell |
52,885
-4,819
| -8% | -$268K | 0.3% | 91 |
|
|
2021
Q4 | $3.49M | Sell |
57,704
-2,878
| -5% | -$171K | 0.29% | 94 |
|
|
2021
Q3 | $3.69M | Sell |
60,582
-940
| -2% | -$59.9K | 0.33% | 97 |
|
|
2021
Q2 | $4.05M | Sell |
61,522
-1,007
| -2% | -$67K | 0.35% | 95 |
|
|
2021
Q1 | $3.93M | Buy |
62,529
+138
| +0.2% | +$8.79K | 0.37% | 99 |
|
|
2020
Q4 | $4.24M | Sell |
62,391
-21,900
| -26% | -$1.49M | 0.37% | 97 |
|
|
2020
Q3 | $5.85M | Sell |
84,291
-815
| -1% | -$54.4K | 0.46% | 76 |
|
|
2020
Q2 | $5.25M | Sell |
85,106
-134
| -0.2% | -$8.01K | 0.44% | 85 |
|
|
2020
Q1 | $4.85M | Sell |
85,240
-7,964
| -9% | -$500K | 0.5% | 79 |
|
|
2019
Q4 | $5.99M | Sell |
93,204
-5,891
| -6% | -$391K | 0.44% | 84 |
|
|
2019
Q3 | $6.7M | Sell |
99,095
-3,691
| -4% | -$256K | 0.5% | 79 |
|
|
2019
Q2 | $7.17M | Sell |
102,786
-8,345
| -8% | -$566K | 0.5% | 86 |
|
|
2019
Q1 | $7.22M | Buy |
111,131
+5,795
| +6% | +$353K | 0.46% | 86 |
|
|
2018
Q4 | $6.19M | Sell |
105,336
-9,325
| -8% | -$562K | 0.45% | 87 |
|
|
2018
Q3 | $7.09M | Sell |
114,661
-4,943
| -4% | -$312K | 0.39% | 94 |
|
|
2018
Q2 | $7.44M | Sell |
119,604
-1,602
| -1% | -$99.5K | 0.42% | 91 |
|
|
2018
Q1 | $7.58M | Buy |
121,206
+100,174
| +476% | +$6.1M | 0.42% | 87 |
|
|
2017
Q4 | $1.31M | Buy |
21,032
+13,286
| +172% | +$842K | 0.06% | 137 |
|
|
2017
Q3 | $505K | Buy |
+7,746
| New | +$498K | 0.02% | 146 |
|
Other funds holding UL
