Slocum, Gordon & Co’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.56M Sell
74,618
-995
-1% -$60.9K 3.68% 10
2025
Q1
$4.5M Buy
75,613
+52,838
+232% +$3.15M 3.35% 10
2024
Q4
$1.29M Sell
22,775
-5,293
-19% -$300K 1.06% 26
2024
Q3
$1.82M Sell
28,068
-488
-2% -$31.7K 0.73% 29
2024
Q2
$1.57M Sell
28,556
-234
-0.8% -$12.9K 1.17% 25
2024
Q1
$1.44M Sell
28,790
-410
-1% -$20.6K 1.07% 26
2023
Q4
$1.42M Sell
29,200
-116
-0.4% -$5.62K 1.24% 24
2023
Q3
$1.45M Hold
29,316
1.26% 22
2023
Q2
$1.53M Sell
29,316
-252
-0.9% -$13.1K 1.11% 21
2023
Q1
$1.54M Sell
29,568
-15,178
-34% -$788K 1.27% 21
2022
Q4
$2.25M Buy
+44,746
New +$2.25M 1.45% 19