Shelton Capital 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 | $417K | Sell |
6,814
-15,266
| -69% | -$934K | 0.01% | 392 |
|
|
2025
Q1 | $1.31M | Buy |
22,080
+10,833
| +96% | +$645K | 0.03% | 253 |
|
|
2024
Q4 | $638K | Sell |
11,247
-199
| -2% | -$11.3K | 0.02% | 304 |
|
|
2024
Q3 | $744K | Buy |
11,446
+226
| +2% | +$14.7K | 0.02% | 295 |
|
|
2024
Q2 | $617K | Sell |
11,220
-665
| -6% | -$36.6K | 0.02% | 301 |
|
|
2024
Q1 | $597K | Sell |
11,885
-7
| -0.1% | -$351 | 0.02% | 321 |
|
|
2023
Q4 | $577K | Sell |
11,892
-62
| -0.5% | -$3.01K | 0.02% | 307 |
|
|
2023
Q3 | $591K | Sell |
11,954
-180
| -1% | -$8.89K | 0.02% | 298 |
|
|
2023
Q2 | $633K | Sell |
12,134
-3,189
| -21% | -$166K | 0.02% | 295 |
|
|
2023
Q1 | $796K | Sell |
15,323
-25,339
| -62% | -$1.32M | 0.03% | 250 |
|
|
2022
Q4 | $2.05M | Sell |
40,662
-43,295
| -52% | -$2.18M | 0.21% | 158 |
|
|
2022
Q3 | $3.68M | Sell |
83,957
-10,891
| -11% | -$478K | 0.18% | 138 |
|
|
2022
Q2 | $4.35M | Sell |
94,848
-5,604
| -6% | -$257K | 0.2% | 115 |
|
|
2022
Q1 | $4.58M | Buy |
100,452
+162
| +0.2% | +$7.38K | 0.17% | 134 |
|
|
2021
Q4 | $5.4M | Sell |
100,290
-1,203
| -1% | -$64.7K | 0.19% | 111 |
|
|
2021
Q3 | $5.5M | Sell |
101,493
-465
| -0.5% | -$25.2K | 0.22% | 103 |
|
|
2021
Q2 | $5.97M | Sell |
101,958
-70,848
| -41% | -$4.14M | 0.23% | 96 |
|
|
2021
Q1 | $9.65M | Buy |
172,806
+87,205
| +102% | +$4.87M | 0.34% | 66 |
|
|
2020
Q4 | $5.17M | Buy |
+85,601
| New | +$5.17M | 0.23% | 89 |
|