Stonehage Fleming Financial Services’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $465K | Buy |
+7,600
| New | +$465K | 0.01% | 111 |
|
2022
Q3 | – | Sell |
-328
| Closed | -$15K | – | 268 |
|
2022
Q2 | $15K | Hold |
328
| – | – | ﹤0.01% | 228 |
|
2022
Q1 | $14K | Buy |
+328
| New | +$14K | ﹤0.01% | 203 |
|
2021
Q2 | – | Sell |
-8,000
| Closed | -$447K | – | 216 |
|
2021
Q1 | $447K | Hold |
8,000
| – | – | 0.01% | 117 |
|
2020
Q4 | $485K | Hold |
8,000
| – | – | 0.02% | 114 |
|
2020
Q3 | $483K | Hold |
8,000
| – | – | 0.02% | 101 |
|
2020
Q2 | $424K | Hold |
8,000
| – | – | 0.03% | 86 |
|
2020
Q1 | $393K | Buy |
+8,000
| New | +$393K | 0.02% | 97 |
|