River Street Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,273
| Closed | -$927K | – | 149 |
|
|
2024
Q3 | $927K | Sell |
14,273
-221
| -2% | -$14.4K | 0.5% | 60 |
|
|
2024
Q2 | $797K | Sell |
14,494
-88
| -0.6% | -$4.84K | 0.49% | 58 |
|
|
2024
Q1 | $732K | Sell |
14,582
-93
| -0.6% | -$4.67K | 0.49% | 63 |
|
|
2023
Q4 | $711K | Buy |
14,675
+517
| +4% | +$25.1K | 0.57% | 53 |
|
|
2023
Q3 | $699K | Buy |
14,158
+280
| +2% | +$13.8K | 0.66% | 47 |
|
|
2023
Q2 | $723K | Sell |
13,878
-472
| -3% | -$24.6K | 0.69% | 48 |
|
|
2023
Q1 | $745K | Buy |
14,350
+190
| +1% | +$9.87K | 0.73% | 46 |
|
|
2022
Q4 | $713K | Buy |
+14,160
| New | +$713K | 0.76% | 46 |
|