Roundview Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
11,797
-860
| -7% | -$52.6K | 0.05% | 236 |
|
|
2025
Q1 | $754K | Sell |
12,657
-342
| -3% | -$20.4K | 0.05% | 223 |
|
|
2024
Q4 | $737K | Sell |
12,999
-504
| -4% | -$28.6K | 0.05% | 238 |
|
|
2024
Q3 | $877K | Sell |
13,503
-918
| -6% | -$59.6K | 0.06% | 233 |
|
|
2024
Q2 | $793K | Sell |
14,421
-1,266
| -8% | -$69.6K | 0.06% | 229 |
|
|
2024
Q1 | $787K | Sell |
15,687
-161
| -1% | -$8.08K | 0.06% | 226 |
|
|
2023
Q4 | $768K | Sell |
15,848
-1,164
| -7% | -$56.4K | 0.07% | 216 |
|
|
2023
Q3 | $840K | Sell |
17,012
-2,568
| -13% | -$127K | 0.08% | 207 |
|
|
2023
Q2 | $1.02M | Sell |
19,580
-11,913
| -38% | -$621K | 0.1% | 187 |
|
|
2023
Q1 | $1.64M | Buy |
31,493
+1
| +0% | +$52 | 0.17% | 134 |
|
|
2022
Q4 | $1.59M | Sell |
31,492
-60
| -0.2% | -$3.02K | 0.18% | 137 |
|
|
2022
Q3 | $1.38M | Buy |
31,552
+691
| +2% | +$30.3K | 0.17% | 134 |
|
|
2022
Q2 | $1.41M | Buy |
30,861
+1,235
| +4% | +$56.6K | 0.17% | 135 |
|
|
2022
Q1 | $1.35M | Buy |
29,626
+11,836
| +67% | +$539K | 0.14% | 151 |
|
|
2021
Q4 | $957K | Buy |
17,790
+1,221
| +7% | +$65.7K | 0.1% | 191 |
|
|
2021
Q3 | $898K | Buy |
16,569
+32
| +0.2% | +$1.73K | 0.1% | 190 |
|
|
2021
Q2 | $967K | Sell |
16,537
-241
| -1% | -$14.1K | 0.11% | 186 |
|
|
2021
Q1 | $937K | Buy |
16,778
+127
| +0.8% | +$7.09K | 0.12% | 174 |
|
|
2020
Q4 | $1.01M | Buy |
+16,651
| New | +$1.01M | 0.14% | 149 |
|
|
2018
Q1 | – | Sell |
-4,170
| Closed | -$231K | – | 234 |
|
|
2017
Q4 | $231K | Hold |
4,170
| – | – | 0.06% | 212 |
|
|
2017
Q3 | $242K | Buy |
4,170
+175
| +4% | +$10.2K | 0.07% | 192 |
|
|
2017
Q2 | $216K | Buy |
+3,995
| New | +$216K | 0.06% | 208 |
|