Stokes Family Office’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Buy |
+3,353
| New | +$205K | 0.02% | 226 |
|
2025
Q1 | – | Sell |
-3,777
| Closed | -$214K | – | 253 |
|
2024
Q4 | $214K | Buy |
+3,777
| New | +$214K | 0.02% | 227 |
|
2024
Q1 | – | Sell |
-4,700
| Closed | -$228K | – | 230 |
|
2023
Q4 | $228K | Sell |
4,700
-6,666
| -59% | -$323K | 0.03% | 197 |
|
2023
Q3 | $561K | Buy |
11,366
+802
| +8% | +$39.6K | 0.07% | 173 |
|
2023
Q2 | $551K | Buy |
+10,564
| New | +$551K | 0.06% | 165 |
|