Thrive Capital Management (Pennsylvania)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,762
| Closed | -$334K | – | 160 |
|
2023
Q3 | $334K | Sell |
6,762
-36
| -0.5% | -$1.78K | 0.19% | 87 |
|
2023
Q2 | $354K | Buy |
6,798
+1,461
| +27% | +$76.2K | 0.2% | 85 |
|
2023
Q1 | $277K | Buy |
5,337
+153
| +3% | +$7.95K | 0.18% | 98 |
|
2022
Q4 | $261K | Buy |
5,184
+266
| +5% | +$13.4K | 0.17% | 95 |
|
2022
Q3 | $216K | Buy |
+4,918
| New | +$216K | 0.15% | 104 |
|