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Proficio Capital Partners’s Unilever UL Stock Holding History

Proficio Capital Partners’s Portfolio UL Stock Details UL Fund Activity
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 – 1450
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 0.03% 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

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Proficio Capital Partners's UL Position: Q3 2025 in Review

Proficio Capital Partners sold out of Unilever (UL) in Q3 2025, closing a stake of 3,113 shares — an estimated $214K sold.

Proficio Capital Partners first reported a position in UL in Q4 2015 and held it in 21 quarters. The position peaked at $219K in Q1 2025. 1,174 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Proficio Capital Partners reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Proficio Capital Partners sold 3,113 Unilever shares in Q3 2025, an estimated $214K.
  • Proficio Capital Partners first reported a position in Unilever in Q4 2015 and held it in 21 quarters.
  • Proficio Capital Partners's Unilever position peaked at $219K in Q1 2025.
  • 1,174 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.