Pinion Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
11,183
-10,959
| -49% | -$670K | 0.24% | 80 |
|
|
2025
Q1 | $1.32M | Buy |
22,142
+12,892
| +139% | +$768K | 0.29% | 55 |
|
|
2024
Q4 | $524K | Buy |
9,250
+177
| +2% | +$10K | 0.21% | 87 |
|
|
2024
Q3 | $589K | Buy |
9,073
+986
| +12% | +$64.1K | 0.25% | 78 |
|
|
2024
Q2 | $445K | Buy |
8,087
+603
| +8% | +$33.2K | 0.22% | 88 |
|
|
2024
Q1 | $376K | Buy |
7,484
+846
| +13% | +$42.5K | 0.2% | 105 |
|
|
2023
Q4 | $322K | Buy |
6,638
+775
| +13% | +$37.6K | 0.19% | 113 |
|
|
2023
Q3 | $290K | Buy |
5,863
+698
| +14% | +$34.5K | 0.19% | 125 |
|
|
2023
Q2 | $269K | Sell |
5,165
-1,465
| -22% | -$76.4K | 0.18% | 136 |
|
|
2023
Q1 | $344K | Buy |
6,630
+932
| +16% | +$48.4K | 0.32% | 78 |
|
|
2022
Q4 | $287K | Buy |
5,698
+902
| +19% | +$45.4K | 0.27% | 102 |
|
|
2022
Q3 | $210K | Buy |
+4,796
| New | +$210K | 0.18% | 146 |
|
|
2021
Q1 | – | Sell |
-6,147
| Closed | -$371K | – | 157 |
|
|
2020
Q4 | $371K | Sell |
6,147
-97
| -2% | -$5.85K | 0.39% | 85 |
|
|
2020
Q3 | $343K | Hold |
6,244
| – | – | 0.52% | 74 |
|
|
2020
Q2 | $343K | Sell |
6,244
-696
| -10% | -$38.2K | 0.52% | 74 |
|
|
2020
Q1 | $351K | Buy |
6,940
+780
| +13% | +$39.5K | 0.75% | 65 |
|
|
2019
Q4 | $352K | Buy |
6,160
+213
| +4% | +$12.2K | 0.65% | 75 |
|
|
2019
Q3 | $357K | Buy |
5,947
+31
| +0.5% | +$1.86K | 0.73% | 67 |
|
|
2019
Q2 | $367K | Sell |
5,916
-571
| -9% | -$35.4K | 0.79% | 63 |
|
|
2019
Q1 | $374K | Buy |
6,487
+295
| +5% | +$17K | 0.65% | 79 |
|
|
2018
Q4 | $324K | Buy |
6,192
+407
| +7% | +$21.3K | 0.68% | 73 |
|
|
2018
Q3 | $318K | Buy |
5,785
+23
| +0.4% | +$1.26K | 0.61% | 83 |
|
|
2018
Q2 | $319K | Buy |
5,762
+410
| +8% | +$22.7K | 0.62% | 79 |
|
|
2018
Q1 | $297K | Buy |
+5,352
| New | +$297K | 0.64% | 84 |
|