Stonegate Investment Group’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
29,261
+14,979
| +105% | +$916K | 0.05% | 140 |
|
|
2025
Q1 | $850K | Buy |
14,282
+5,867
| +70% | +$349K | 0.02% | 168 |
|
|
2024
Q4 | $477K | Buy |
8,415
+5,117
| +155% | +$290K | 0.01% | 219 |
|
|
2024
Q3 | $214K | Sell |
3,298
-775
| -19% | -$50.3K | 0.01% | 333 |
|
|
2024
Q2 | $224K | Buy |
4,073
+8
| +0.2% | +$440 | 0.01% | 312 |
|
|
2024
Q1 | $204K | Buy |
+4,065
| New | +$204K | 0.01% | 308 |
|
|
2023
Q2 | – | Sell |
-5,006
| Closed | -$260K | – | 354 |
|
|
2023
Q1 | $260K | Sell |
5,006
-10,269
| -67% | -$533K | 0.01% | 267 |
|
|
2022
Q4 | $769K | Sell |
15,275
-345
| -2% | -$17.4K | 0.03% | 168 |
|
|
2022
Q3 | $685K | Buy |
15,620
+488
| +3% | +$21.4K | 0.03% | 159 |
|
|
2022
Q2 | $694K | Buy |
15,132
+1,591
| +12% | +$73K | 0.03% | 156 |
|
|
2022
Q1 | $617K | Sell |
13,541
-611
| -4% | -$27.8K | 0.02% | 155 |
|
|
2021
Q4 | $761K | Buy |
+14,152
| New | +$761K | 0.03% | 143 |
|