PDS Planning’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
11,850
+927
| +8% | +$56.7K | 0.05% | 171 |
|
|
2025
Q1 | $650K | Buy |
10,923
+1,609
| +17% | +$95.8K | 0.05% | 173 |
|
|
2024
Q4 | $528K | Sell |
9,314
-24
| -0.3% | -$1.36K | 0.05% | 177 |
|
|
2024
Q3 | $607K | Buy |
9,338
+657
| +8% | +$42.7K | 0.05% | 160 |
|
|
2024
Q2 | $477K | Buy |
8,681
+379
| +5% | +$20.8K | 0.05% | 180 |
|
|
2024
Q1 | $417K | Buy |
8,302
+663
| +9% | +$33.3K | 0.04% | 192 |
|
|
2023
Q4 | $370K | Sell |
7,639
-1,222
| -14% | -$59.2K | 0.04% | 196 |
|
|
2023
Q3 | $438K | Sell |
8,861
-560
| -6% | -$27.7K | 0.06% | 150 |
|
|
2023
Q2 | $491K | Sell |
9,421
-193
| -2% | -$10.1K | 0.06% | 135 |
|
|
2023
Q1 | $499K | Buy |
9,614
+2,020
| +27% | +$105K | 0.07% | 122 |
|
|
2022
Q4 | $382K | Buy |
7,594
+552
| +8% | +$27.8K | 0.06% | 126 |
|
|
2022
Q3 | $309K | Buy |
7,042
+1,231
| +21% | +$54K | 0.06% | 129 |
|
|
2022
Q2 | $266K | Buy |
+5,811
| New | +$266K | 0.05% | 158 |
|
|
2022
Q1 | – | Sell |
-4,103
| Closed | -$221K | – | 249 |
|
|
2021
Q4 | $221K | Sell |
4,103
-2,064
| -33% | -$111K | 0.04% | 177 |
|
|
2021
Q3 | $334K | Buy |
6,167
+1,256
| +26% | +$68K | 0.08% | 123 |
|
|
2021
Q2 | $287K | Buy |
4,911
+832
| +20% | +$48.6K | 0.07% | 133 |
|
|
2021
Q1 | $228K | Buy |
4,079
+265
| +7% | +$14.8K | 0.07% | 141 |
|
|
2020
Q4 | $230K | Buy |
+3,814
| New | +$230K | 0.08% | 132 |
|