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