Proficio Capital Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,113
| Closed | -$214K | – | 415 |
|
|
2025
Q2 | $214K | Sell |
3,113
-152
| -5% | -$10.7K | 0.01% | 406 |
|
|
2025
Q1 | $219K | Sell |
3,265
-24
| -0.7% | -$1.55K | 0.02% | 353 |
|
|
2024
Q4 | $210K | Buy |
+3,289
| New | +$222K | 0.02% | 341 |
|
|
2024
Q3 | – | Sell |
-3,430
| Closed | -$212K | – | 338 |
|
|
2024
Q2 | $212K | Buy |
+3,430
| New | +$203K | 0.02% | 306 |
|
|
2023
Q3 | – | Sell |
-3,534
| Closed | -$207K | – | 318 |
|
|
2023
Q2 | $207K | Buy |
3,534
+91
| +3% | +$5.4K | 0.03% | 274 |
|
|
2023
Q1 | $201K | Buy |
+3,443
| New | +$196K | 0.03% | 275 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$14K | – | 1454 |
|
|
2019
Q2 | $14K | Buy |
200
+172
| +614% | +$11.7K | ﹤0.01% | 834 |
|
|
2019
Q1 | $2K | Sell |
28
-1,381
| -98% | -$84.1K | ﹤0.01% | 1413 |
|
|
2018
Q4 | $83K | Hold |
1,409
| – | – | 0.04% | 192 |
|
|
2018
Q3 | $87K | Sell |
1,409
-51
| -3% | -$3.22K | 0.03% | 227 |
|
|
2018
Q2 | $91K | Hold |
1,460
| – | – | 0.04% | 218 |
|
|
2018
Q1 | $91K | Buy |
1,460
+81
| +6% | +$4.93K | 0.04% | 230 |
|
|
2017
Q4 | $86K | Hold |
1,379
| – | – | 0.03% | 235 |
|
|
2017
Q3 | $90K | Hold |
1,379
| – | – | 0.04% | 259 |
|
|
2017
Q2 | $88K | Buy |
1,379
+85
| +7% | +$5.07K | 0.04% | 272 |
|
|
2017
Q1 | $80K | Buy |
1,294
+762
| +143% | +$38.5K | 0.04% | 281 |
|
|
2016
Q4 | $24K | Sell |
532
-127
| -19% | -$5.92K | 0.01% | 407 |
|
|
2016
Q3 | $35K | Hold |
659
| – | – | 0.02% | 332 |
|
|
2016
Q2 | $34K | Buy |
659
+283
| +75% | +$14.5K | 0.02% | 331 |
|
|
2016
Q1 | $19K | Buy |
376
+23
| +7% | +$1.12K | 0.02% | 335 |
|
|
2015
Q4 | $17K | Buy |
+353
| New | +$17.2K | 0.02% | 211 |
|
Other funds holding UL
