Simon Quick Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Buy |
10,873
+2,615
| +32% | +$160K | 0.03% | 346 |
|
|
2025
Q1 | $492K | Sell |
8,258
-307
| -4% | -$18.3K | 0.03% | 300 |
|
|
2024
Q4 | $486K | Buy |
8,565
+722
| +9% | +$40.9K | 0.03% | 253 |
|
|
2024
Q3 | $509K | Buy |
+7,843
| New | +$509K | 0.03% | 232 |
|
|
2023
Q3 | – | Sell |
-5,653
| Closed | -$295K | – | 358 |
|
|
2023
Q2 | $295K | Sell |
5,653
-1,086
| -16% | -$56.6K | 0.03% | 206 |
|
|
2023
Q1 | $350K | Buy |
6,739
+1,860
| +38% | +$96.6K | 0.04% | 190 |
|
|
2022
Q4 | $246K | Buy |
+4,879
| New | +$246K | 0.03% | 201 |
|
|
2022
Q2 | – | Sell |
-1,165
| Closed | -$53K | – | 385 |
|
|
2022
Q1 | $53K | Sell |
1,165
-250
| -18% | -$11.4K | 0.02% | 200 |
|
|
2021
Q4 | $76K | Sell |
1,415
-399
| -22% | -$21.4K | 0.02% | 190 |
|
|
2021
Q3 | $98K | Sell |
1,814
-386
| -18% | -$20.9K | 0.03% | 173 |
|
|
2021
Q2 | $128K | Hold |
2,200
| – | – | 0.03% | 130 |
|
|
2021
Q1 | $122K | Buy |
2,200
+500
| +29% | +$27.7K | 0.04% | 132 |
|
|
2020
Q4 | $103K | Buy |
+1,700
| New | +$103K | 0.03% | 139 |
|
|
2019
Q3 | – | Sell |
-122
| Closed | -$7.56K | – | 527 |
|
|
2019
Q2 | $7.56K | Buy |
+122
| New | +$7.56K | ﹤0.01% | 242 |
|