Shelton Capital Management’s Unilever UL Stock Holding History

Shelton Capital Management’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Sell	5,793 -251	-4%	-$16.8K	0.01%	478
2025 Q4	$395K	Sell	6,044 -13	-0.2%	-$874	0.01%	415
2025 Q3	$404K	Hold	6,057	–	–	0.01%	415
2025 Q2	$417K	Sell	6,057 -13,570	-69%	-$952K	0.01%	392
2025 Q1	$1.31M	Buy	19,627 +9,630	+96%	+$621K	0.03%	254
2024 Q4	$638K	Sell	9,997 -177	-2%	-$12K	0.02%	305
2024 Q3	$744K	Buy	10,174 +201	+2%	+$13.9K	0.02%	295
2024 Q2	$617K	Sell	9,973 -591	-6%	-$34.9K	0.02%	308
2024 Q1	$597K	Sell	10,564 -7	-0.1%	-$388	0.02%	328
2023 Q4	$577K	Sell	10,571 -55	-0.5%	-$2.97K	0.02%	314
2023 Q3	$591K	Sell	10,626 -160	-1%	-$9.25K	0.02%	301
2023 Q2	$633K	Sell	10,786 -2,834	-21%	-$168K	0.02%	299
2023 Q1	$796K	Sell	13,620 -22,524	-62%	-$1.28M	0.03%	254
2022 Q4	$2.05M	Sell	36,144 -38,484	-52%	-$2.06M	0.22%	159
2022 Q3	$3.68M	Sell	74,628 -9,681	-11%	-$506K	0.18%	138
2022 Q2	$4.35M	Sell	84,309 -4,982	-6%	-$254K	0.2%	115
2022 Q1	$4.58M	Buy	89,291 +144	+0.2%	+$8.02K	0.17%	135
2021 Q4	$5.39M	Sell	89,147 -1,069	-1%	-$63.5K	0.19%	113
2021 Q3	$5.5M	Sell	90,216 -413	-0.5%	-$26.3K	0.22%	105
2021 Q2	$5.96M	Sell	90,629 -62,976	-41%	-$4.19M	0.23%	96
2021 Q1	$9.65M	Buy	153,605 +77,515	+102%	+$4.94M	0.34%	66
2020 Q4	$5.17M	Buy	+76,090	New	+$5.16M	0.24%	92

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return