Riverwater Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
13,113
+4,152
| +46% | +$254K | 0.38% | 84 |
|
|
2025
Q1 | $534K | Sell |
8,961
-290
| -3% | -$17.3K | 0.27% | 95 |
|
|
2024
Q4 | $525K | Hold |
9,251
| – | – | 0.26% | 99 |
|
|
2024
Q3 | $593K | Sell |
9,251
-370
| -4% | -$23.7K | 0.29% | 97 |
|
|
2024
Q2 | $529K | Hold |
9,621
| – | – | 0.39% | 76 |
|
|
2024
Q1 | $483K | Buy |
9,621
+1,996
| +26% | +$100K | 0.36% | 80 |
|
|
2023
Q4 | $370K | Hold |
7,625
| – | – | 0.29% | 108 |
|
|
2023
Q3 | $377K | Sell |
7,625
-355
| -4% | -$17.5K | 0.34% | 91 |
|
|
2023
Q2 | $416K | Hold |
7,980
| – | – | 0.37% | 81 |
|
|
2023
Q1 | $414K | Sell |
7,980
-1,365
| -15% | -$70.9K | 0.38% | 84 |
|
|
2022
Q4 | $471K | Hold |
9,345
| – | – | 0.4% | 78 |
|
|
2022
Q3 | $410K | Hold |
9,345
| – | – | 0.41% | 76 |
|
|
2022
Q2 | $428K | Buy |
+9,345
| New | +$428K | 0.43% | 74 |
|
|
2022
Q1 | – | Sell |
-9,345
| Closed | -$503K | – | 207 |
|
|
2021
Q4 | $503K | Buy |
+9,345
| New | +$503K | 0.45% | 73 |
|