Pinion Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $462K | Sell |
8,108
-1,635
| -17% | -$110K | 0.11% | 116 |
|
|
2025
Q4 | $637K | Sell |
9,743
-1,175
| -11% | -$79K | 0.16% | 94 |
|
|
2025
Q3 | $770K | Buy |
10,918
+978
| +10% | +$67.5K | 0.21% | 85 |
|
|
2025
Q2 | $684K | Sell |
9,940
-9,742
| -49% | -$684K | 0.24% | 80 |
|
|
2025
Q1 | $1.32M | Buy |
19,682
+11,460
| +139% | +$739K | 0.29% | 55 |
|
|
2024
Q4 | $524K | Buy |
8,222
+157
| +2% | +$10.6K | 0.21% | 87 |
|
|
2024
Q3 | $589K | Buy |
8,065
+877
| +12% | +$60.6K | 0.25% | 78 |
|
|
2024
Q2 | $445K | Buy |
7,188
+536
| +8% | +$31.7K | 0.22% | 88 |
|
|
2024
Q1 | $376K | Buy |
6,652
+752
| +13% | +$41.7K | 0.2% | 105 |
|
|
2023
Q4 | $322K | Buy |
5,900
+688
| +13% | +$37.1K | 0.19% | 113 |
|
|
2023
Q3 | $290K | Buy |
5,212
+621
| +14% | +$35.9K | 0.19% | 125 |
|
|
2023
Q2 | $269K | Sell |
4,591
-1,302
| -22% | -$77.3K | 0.18% | 136 |
|
|
2023
Q1 | $344K | Buy |
5,893
+828
| +16% | +$47K | 0.32% | 78 |
|
|
2022
Q4 | $287K | Buy |
5,065
+802
| +19% | +$42.9K | 0.27% | 102 |
|
|
2022
Q3 | $210K | Buy |
+4,263
| New | +$223K | 0.18% | 146 |
|
|
2021
Q1 | – | Sell |
-5,464
| Closed | -$371K | – | 157 |
|
|
2020
Q4 | $371K | Sell |
5,464
-86
| -2% | -$5.83K | 0.39% | 85 |
|
|
2020
Q3 | $343K | Hold |
5,550
| – | – | 0.52% | 74 |
|
|
2020
Q2 | $343K | Sell |
5,550
-619
| -10% | -$37K | 0.52% | 74 |
|
|
2020
Q1 | $351K | Buy |
6,169
+693
| +13% | +$43.5K | 0.75% | 65 |
|
|
2019
Q4 | $352K | Buy |
5,476
+190
| +4% | +$12.6K | 0.65% | 75 |
|
|
2019
Q3 | $357K | Buy |
5,286
+27
| +0.5% | +$1.87K | 0.73% | 67 |
|
|
2019
Q2 | $367K | Sell |
5,259
-507
| -9% | -$34.4K | 0.79% | 63 |
|
|
2019
Q1 | $374K | Buy |
5,766
+262
| +5% | +$16K | 0.65% | 79 |
|
|
2018
Q4 | $324K | Buy |
5,504
+362
| +7% | +$21.8K | 0.68% | 73 |
|
|
2018
Q3 | $318K | Buy |
5,142
+20
| +0.4% | +$1.26K | 0.61% | 83 |
|
|
2018
Q2 | $319K | Buy |
5,122
+365
| +8% | +$22.7K | 0.62% | 79 |
|
|
2018
Q1 | $297K | Buy |
+4,757
| New | +$289K | 0.64% | 84 |
|
Other funds holding UL
