Sarah T. Connolly’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,585
| Closed | -$325K | – | 79 |
|
|
2023
Q3 | $325K | Sell |
6,585
-400
| -6% | -$19.8K | 0.21% | 75 |
|
|
2023
Q2 | $364K | Hold |
6,985
| – | – | 0.22% | 78 |
|
|
2023
Q1 | $363K | Sell |
6,985
-85
| -1% | -$4.41K | 0.23% | 78 |
|
|
2022
Q4 | $356K | Sell |
7,070
-475
| -6% | -$23.9K | 0.24% | 79 |
|
|
2022
Q3 | $331K | Sell |
7,545
-400
| -5% | -$17.5K | 0.24% | 83 |
|
|
2022
Q2 | $364K | Hold |
7,945
| – | – | 0.25% | 78 |
|
|
2022
Q1 | $362K | Hold |
7,945
| – | – | 0.21% | 79 |
|
|
2021
Q4 | $427K | Sell |
7,945
-175
| -2% | -$9.41K | 0.24% | 76 |
|
|
2021
Q3 | $440K | Hold |
8,120
| – | – | 0.36% | 74 |
|
|
2021
Q2 | $475K | Sell |
8,120
-150
| -2% | -$8.78K | 0.39% | 69 |
|
|
2021
Q1 | $462K | Hold |
8,270
| – | – | 0.41% | 68 |
|
|
2020
Q4 | $499K | Buy |
+8,270
| New | +$499K | 0.46% | 62 |
|