Progressive Investment Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-54,463
| Closed | -$3.01M | – | 43 |
|
|
2017
Q4 | $3.01M | Buy |
54,463
+1,261
| +2% | +$69.8K | 2.02% | 29 |
|
|
2017
Q3 | $3.08M | Buy |
53,202
+284
| +0.5% | +$16.5K | 2.32% | 21 |
|
|
2017
Q2 | $2.86M | Sell |
52,918
-143
| -0.3% | -$7.74K | 2.23% | 22 |
|
|
2017
Q1 | $2.62M | Buy |
53,061
+624
| +1% | +$30.8K | 2.18% | 24 |
|
|
2016
Q4 | $2.13M | Buy |
52,437
+651
| +1% | +$26.5K | 1.95% | 30 |
|
|
2016
Q3 | $2.46M | Buy |
51,786
+384
| +0.7% | +$18.2K | 2.28% | 21 |
|
|
2016
Q2 | $2.46M | Buy |
51,402
+1,390
| +3% | +$66.6K | 2.39% | 18 |
|
|
2016
Q1 | $2.26M | Buy |
+50,012
| New | +$2.26M | 2.3% | 18 |
|
|
2014
Q1 | – | Sell |
-23,240
| Closed | -$957K | – | 57 |
|
|
2013
Q4 | $957K | Sell |
23,240
-159
| -0.7% | -$6.55K | 0.33% | 42 |
|
|
2013
Q3 | $903K | Sell |
23,399
-725
| -3% | -$28K | 0.34% | 43 |
|
|
2013
Q2 | $976K | Buy |
+24,124
| New | +$976K | 0.38% | 40 |
|