Rothschild Investment LLC’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
1,905
-48
| -2% | -$2.94K | 0.01% | 609 |
|
|
2025
Q1 | $116K | Sell |
1,953
-67
| -3% | -$3.99K | 0.01% | 601 |
|
|
2024
Q4 | $115K | Sell |
2,020
-61
| -3% | -$3.46K | 0.01% | 607 |
|
|
2024
Q3 | $135K | Buy |
2,081
+131
| +7% | +$8.51K | 0.01% | 588 |
|
|
2024
Q2 | $107K | Buy |
1,950
+661
| +51% | +$36.3K | 0.01% | 608 |
|
|
2024
Q1 | $64.7K | Sell |
1,289
-137
| -10% | -$6.88K | ﹤0.01% | 682 |
|
|
2023
Q4 | $69.1K | Buy |
+1,426
| New | +$69.1K | 0.01% | 609 |
|
|
2019
Q2 | – | Sell |
-4,738
| Closed | -$273K | – | 398 |
|
|
2019
Q1 | $273K | Sell |
4,738
-1,150
| -20% | -$66.3K | 0.03% | 314 |
|
|
2018
Q4 | $308K | Buy |
5,888
+43
| +0.7% | +$2.25K | 0.04% | 287 |
|
|
2018
Q3 | $321K | Hold |
5,845
| – | – | 0.04% | 289 |
|
|
2018
Q2 | $323K | Sell |
5,845
-1,243
| -18% | -$68.7K | 0.04% | 287 |
|
|
2018
Q1 | $394K | Sell |
7,088
-1,100
| -13% | -$61.1K | 0.05% | 264 |
|
|
2017
Q4 | $453K | Sell |
8,188
-175
| -2% | -$9.68K | 0.05% | 285 |
|
|
2017
Q3 | $485K | Sell |
8,363
-9,065
| -52% | -$526K | 0.05% | 279 |
|
|
2017
Q2 | $943K | Sell |
17,428
-2,598
| -13% | -$141K | 0.11% | 209 |
|
|
2017
Q1 | $988K | Buy |
20,026
+4,860
| +32% | +$240K | 0.12% | 197 |
|
|
2016
Q4 | $617K | Buy |
15,166
+6,100
| +67% | +$248K | 0.07% | 230 |
|
|
2016
Q3 | $430K | Buy |
9,066
+275
| +3% | +$13K | 0.05% | 286 |
|
|
2016
Q2 | $421K | Buy |
8,791
+1,800
| +26% | +$86.2K | 0.05% | 290 |
|
|
2016
Q1 | $316K | Hold |
6,991
| – | – | 0.04% | 335 |
|
|
2015
Q4 | $301K | Sell |
6,991
-397
| -5% | -$17.1K | 0.04% | 349 |
|
|
2015
Q3 | $301K | Hold |
7,388
| – | – | 0.04% | 356 |
|
|
2015
Q2 | $317K | Buy |
7,388
+1,307
| +21% | +$56.1K | 0.04% | 373 |
|
|
2015
Q1 | $254K | Buy |
6,081
+144
| +2% | +$6.02K | 0.03% | 412 |
|
|
2014
Q4 | $240K | Sell |
5,937
-300
| -5% | -$12.1K | 0.03% | 419 |
|
|
2014
Q3 | $261K | Buy |
+6,237
| New | +$261K | 0.03% | 401 |
|