Poehling Capital Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29,828
| Closed | -$1.55M | – | 126 |
|
|
2023
Q1 | $1.55M | Sell |
29,828
-355
| -1% | -$18.4K | 0.52% | 62 |
|
|
2022
Q4 | $1.52M | Buy |
+30,183
| New | +$1.52M | 0.57% | 56 |
|
|
2018
Q3 | – | Sell |
-750
| Closed | -$41K | – | 246 |
|
|
2018
Q2 | $41K | Hold |
750
| – | – | 0.04% | 164 |
|
|
2018
Q1 | $42K | Buy |
+750
| New | +$42K | 0.03% | 160 |
|