Saratoga Research & Investment Management’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$132M Sell
2,157,095
-100,343
-4% -$6.14M 7.06% 4
2025
Q1
$134M Buy
2,257,438
+30,690
+1% +$1.83M 7.1% 2
2024
Q4
$126M Sell
2,226,748
-380,826
-15% -$21.6M 6.37% 6
2024
Q3
$169M Sell
2,607,574
-159,633
-6% -$10.4M 7.42% 2
2024
Q2
$152M Buy
2,767,207
+22,325
+0.8% +$1.23M 6.92% 4
2024
Q1
$138M Buy
2,744,882
+437,621
+19% +$22M 6.26% 6
2023
Q4
$112M Sell
2,307,261
-205,331
-8% -$9.95M 5.16% 6
2023
Q3
$124M Buy
2,512,592
+290,690
+13% +$14.4M 6.06% 2
2023
Q2
$116M Buy
2,221,902
+138,832
+7% +$7.24M 5.34% 5
2023
Q1
$108M Buy
2,083,070
+75,898
+4% +$3.94M 5.14% 5
2022
Q4
$101M Sell
2,007,172
-89,287
-4% -$4.5M 5% 5
2022
Q3
$91.9M Buy
2,096,459
+93,669
+5% +$4.11M 4.86% 5
2022
Q2
$91.8M Buy
2,002,790
+91,559
+5% +$4.2M 4.55% 6
2022
Q1
$87.1M Buy
1,911,231
+358,852
+23% +$16.4M 3.79% 11
2021
Q4
$83.5M Sell
1,552,379
-41,159
-3% -$2.21M 3.56% 12
2021
Q3
$86.4M Buy
1,593,538
+316,121
+25% +$17.1M 3.99% 9
2021
Q2
$74.7M Buy
1,277,417
+40,915
+3% +$2.39M 3.53% 13
2021
Q1
$69M Buy
1,236,502
+367,314
+42% +$20.5M 3.49% 13
2020
Q4
$52.5M Buy
869,188
+280,931
+48% +$17M 2.81% 18
2020
Q3
$36.3M Buy
588,257
+367,815
+167% +$22.7M 2.18% 23
2020
Q2
$12.1M Buy
+220,442
New +$12.1M 0.76% 29