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 |
|