Simplicity Solutions’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.96M | Sell |
40,481
-475
| -1% | -$23K | 0.05% | 299 |
|
|
2023
Q3 | $2.02M | Buy |
40,956
+631
| +2% | +$31.2K | 0.07% | 280 |
|
|
2023
Q2 | $2.1M | Buy |
40,325
+1,536
| +4% | +$80.1K | 0.06% | 299 |
|
|
2023
Q1 | $2.01M | Buy |
38,789
+13,957
| +56% | +$725K | 0.05% | 310 |
|
|
2022
Q4 | $1.25M | Buy |
+24,832
| New | +$1.25M | 0.17% | 148 |
|
|
2021
Q1 | – | Sell |
-36,821
| Closed | -$2.22M | – | 934 |
|
|
2020
Q4 | $2.22M | Buy |
36,821
+18,154
| +97% | +$1.1M | 0.03% | 365 |
|
|
2020
Q3 | $1.15M | Sell |
18,667
-1,156
| -6% | -$71.3K | 0.02% | 450 |
|
|
2020
Q2 | $1.09M | Buy |
19,823
+7,038
| +55% | +$386K | 0.02% | 449 |
|
|
2020
Q1 | $647K | Buy |
+12,785
| New | +$647K | 0.02% | 433 |
|
|
2017
Q2 | – | Sell |
-8,762
| Closed | -$432K | – | 440 |
|
|
2017
Q1 | $432K | Sell |
8,762
-9,556
| -52% | -$471K | 0.07% | 249 |
|
|
2016
Q4 | $746K | Buy |
18,318
+11,989
| +189% | +$488K | 0.17% | 145 |
|
|
2016
Q3 | $300K | Buy |
+6,329
| New | +$300K | 0.15% | 177 |
|
|
2016
Q1 | – | Sell |
-17,739
| Closed | -$765K | – | 505 |
|
|
2015
Q4 | $765K | Buy |
+17,739
| New | +$765K | 0.09% | 337 |
|