Pathstone Holdings’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.9M | Sell |
145,483
-6,182
| -4% | -$378K | 0.04% | 360 |
|
2025
Q1 | $9.03M | Sell |
151,665
-8,258
| -5% | -$492K | 0.04% | 370 |
|
2024
Q4 | $9.07M | Sell |
159,923
-1,172
| -0.7% | -$66.5K | 0.04% | 347 |
|
2024
Q3 | $10.5M | Sell |
161,095
-956
| -0.6% | -$62.1K | 0.05% | 305 |
|
2024
Q2 | $8.91M | Sell |
162,051
-13,092
| -7% | -$720K | 0.04% | 335 |
|
2024
Q1 | $8.79M | Buy |
175,143
+1,055
| +0.6% | +$53K | 0.04% | 331 |
|
2023
Q4 | $8.44M | Buy |
+174,088
| New | +$8.44M | 0.05% | 291 |
|