Ritholtz Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
36,741
+770
| +2% | +$47.1K | 0.05% | 266 |
|
|
2025
Q1 | $2.14M | Sell |
35,971
-9,060
| -20% | -$540K | 0.06% | 239 |
|
|
2024
Q4 | $2.55M | Sell |
45,031
-11,371
| -20% | -$645K | 0.08% | 187 |
|
|
2024
Q3 | $3.66M | Buy |
56,402
+18,034
| +47% | +$1.17M | 0.11% | 123 |
|
|
2024
Q2 | $2.11M | Buy |
38,368
+1,495
| +4% | +$82.2K | 0.07% | 197 |
|
|
2024
Q1 | $1.85M | Buy |
36,873
+9,543
| +35% | +$479K | 0.06% | 212 |
|
|
2023
Q4 | $1.32M | Buy |
27,330
+2,698
| +11% | +$131K | 0.05% | 248 |
|
|
2023
Q3 | $1.22M | Buy |
24,632
+2,719
| +12% | +$134K | 0.05% | 233 |
|
|
2023
Q2 | $1.14M | Buy |
21,913
+1,754
| +9% | +$91.4K | 0.05% | 243 |
|
|
2023
Q1 | $1.05M | Sell |
20,159
-628
| -3% | -$32.6K | 0.05% | 251 |
|
|
2022
Q4 | $1.05M | Sell |
20,787
-15,536
| -43% | -$782K | 0.06% | 226 |
|
|
2022
Q3 | $1.59M | Buy |
36,323
+20,856
| +135% | +$914K | 0.08% | 161 |
|
|
2022
Q2 | $709K | Buy |
15,467
+5,713
| +59% | +$262K | 0.04% | 244 |
|
|
2022
Q1 | $445K | Sell |
9,754
-3,356
| -26% | -$153K | 0.03% | 327 |
|
|
2021
Q4 | $705K | Buy |
13,110
+2,158
| +20% | +$116K | 0.04% | 233 |
|
|
2021
Q3 | $594K | Sell |
10,952
-1,880
| -15% | -$102K | 0.04% | 236 |
|
|
2021
Q2 | $751K | Buy |
12,832
+3,301
| +35% | +$193K | 0.05% | 190 |
|
|
2021
Q1 | $532K | Buy |
9,531
+2,993
| +46% | +$167K | 0.04% | 197 |
|
|
2020
Q4 | $395K | Buy |
+6,538
| New | +$395K | 0.04% | 206 |
|