Traphagen Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
5,396
+8
| +0.1% | +$489 | 0.03% | 143 |
|
|
2025
Q1 | $321K | Buy |
5,388
+17
| +0.3% | +$1.01K | 0.03% | 135 |
|
|
2024
Q4 | $305K | Buy |
5,371
+8
| +0.1% | +$454 | 0.03% | 136 |
|
|
2024
Q3 | $348K | Buy |
5,363
+57
| +1% | +$3.7K | 0.04% | 126 |
|
|
2024
Q2 | $292K | Buy |
5,306
+8
| +0.2% | +$440 | 0.03% | 128 |
|
|
2024
Q1 | $266K | Sell |
5,298
-274
| -5% | -$13.8K | 0.03% | 147 |
|
|
2023
Q4 | $270K | Buy |
5,572
+14
| +0.3% | +$679 | 0.03% | 135 |
|
|
2023
Q3 | $275K | Buy |
5,558
+66
| +1% | +$3.26K | 0.03% | 127 |
|
|
2023
Q2 | $286K | Sell |
5,492
-190
| -3% | -$9.9K | 0.04% | 125 |
|
|
2023
Q1 | $295K | Sell |
5,682
-160
| -3% | -$8.31K | 0.04% | 125 |
|
|
2022
Q4 | $294K | Sell |
5,842
-219
| -4% | -$11K | 0.05% | 115 |
|
|
2022
Q3 | $266K | Sell |
6,061
-766
| -11% | -$33.6K | 0.05% | 113 |
|
|
2022
Q2 | $313K | Buy |
6,827
+954
| +16% | +$43.7K | 0.06% | 101 |
|
|
2022
Q1 | $268K | Sell |
5,873
-441
| -7% | -$20.1K | 0.04% | 116 |
|
|
2021
Q4 | $340K | Buy |
6,314
+32
| +0.5% | +$1.72K | 0.06% | 103 |
|
|
2021
Q3 | $341K | Buy |
6,282
+2,427
| +63% | +$132K | 0.06% | 92 |
|
|
2021
Q2 | $848K | Hold |
3,855
| – | – | 0.14% | 55 |
|
|
2021
Q1 | $850K | Hold |
3,855
| – | – | 0.16% | 56 |
|
|
2020
Q4 | $803K | Hold |
3,855
| – | – | 0.14% | 55 |
|
|
2020
Q3 | $759K | Buy |
+3,855
| New | +$759K | 0.15% | 48 |
|