Summit Securities 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 | $59.5K | Sell |
973
-29,977
| -97% | -$1.83M | 0.01% | 373 |
|
|
2025
Q1 | $1.84M | Buy |
+30,950
| New | +$1.84M | 0.29% | 16 |
|
|
2024
Q4 | – | Sell |
-175,561
| Closed | -$5.22M | – | 772 |
|
|
2024
Q3 | $5.22M | Buy |
175,561
+174,213
| +12,924% | +$5.18M | 1.38% | 7 |
|
|
2024
Q2 | $1.39M | Sell |
1,348
-45,936
| -97% | -$47.5M | 0.26% | 20 |
|
|
2024
Q1 | $2.37M | Sell |
47,284
-35,393
| -43% | -$1.78M | 0.39% | 10 |
|
|
2023
Q4 | $4.01M | Buy |
82,677
+31,840
| +63% | +$1.54M | 0.36% | 13 |
|
|
2023
Q3 | $2.51M | Buy |
50,837
+8,371
| +20% | +$413K | 0.26% | 11 |
|
|
2023
Q2 | $2.21M | Sell |
42,466
-42,258
| -50% | -$2.2M | 0.29% | 22 |
|
|
2023
Q1 | $4.4M | Buy |
84,724
+84,124
| +14,021% | +$4.37M | 0.36% | 17 |
|
|
2022
Q4 | $30K | Sell |
600
-600
| -50% | -$30K | ﹤0.01% | 602 |
|
|
2022
Q3 | $53K | Sell |
1,200
-1,400
| -54% | -$61.8K | ﹤0.01% | 428 |
|
|
2022
Q2 | $119K | Buy |
2,600
+1,400
| +117% | +$64.1K | 0.01% | 246 |
|
|
2022
Q1 | $55K | Buy |
+1,200
| New | +$55K | 0.01% | 390 |
|
|
2014
Q2 | – | Sell |
-3,000
| Closed | -$128K | – | 549 |
|
|
2014
Q1 | $128K | Buy |
+3,000
| New | +$128K | 0.08% | 117 |
|