Summit Global Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
5,708
-8,084
| -59% | -$494K | 0.02% | 367 |
|
|
2025
Q1 | $821K | Sell |
13,792
-46,987
| -77% | -$2.8M | 0.06% | 197 |
|
|
2024
Q4 | $3.45M | Buy |
60,779
+22,340
| +58% | +$1.27M | 0.22% | 96 |
|
|
2024
Q3 | $2.5M | Buy |
+38,439
| New | +$2.5M | 0.16% | 115 |
|
|
2024
Q2 | – | Sell |
-6,728
| Closed | -$338K | – | 584 |
|
|
2024
Q1 | $338K | Buy |
+6,728
| New | +$338K | 0.03% | 387 |
|