Phocas Financial Corp’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
6,000
| – | – | 0.05% | 126 |
|
|
2025
Q1 | $357K | Hold |
6,000
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $340K | Hold |
6,000
| – | – | 0.05% | 137 |
|
|
2024
Q3 | $390K | Hold |
6,000
| – | – | 1.49% | 18 |
|
|
2024
Q2 | $330K | Hold |
6,000
| – | – | 1.32% | 20 |
|
|
2024
Q1 | $301K | Hold |
6,000
| – | – | 1.24% | 21 |
|
|
2023
Q4 | $291K | Hold |
6,000
| – | – | 0.04% | 153 |
|
|
2023
Q3 | $296K | Hold |
6,000
| – | – | 0.04% | 166 |
|
|
2023
Q2 | $313K | Hold |
6,000
| – | – | 0.04% | 174 |
|
|
2023
Q1 | $312K | Hold |
6,000
| – | – | 0.04% | 170 |
|
|
2022
Q4 | $302K | Hold |
6,000
| – | – | 0.04% | 171 |
|
|
2022
Q3 | $263K | Hold |
6,000
| – | – | 0.04% | 192 |
|
|
2022
Q2 | $275K | Hold |
6,000
| – | – | 0.04% | 187 |
|
|
2022
Q1 | $273K | Buy |
+6,000
| New | +$273K | 0.03% | 191 |
|
|
2021
Q3 | – | Sell |
-6,000
| Closed | -$351K | – | 219 |
|
|
2021
Q2 | $351K | Hold |
6,000
| – | – | 0.04% | 188 |
|
|
2021
Q1 | $335K | Buy |
+6,000
| New | +$335K | 0.04% | 182 |
|