Traphagen Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $271K | Sell |
4,762
-15
| -0.3% | -$1K | 0.02% | 168 |
|
|
2025
Q4 | $312K | Buy |
4,777
+13
| +0.3% | +$874 | 0.03% | 154 |
|
|
2025
Q3 | $318K | Sell |
4,764
-32
| -0.7% | -$2.21K | 0.03% | 149 |
|
|
2025
Q2 | $330K | Buy |
4,796
+7
| +0.1% | +$491 | 0.03% | 143 |
|
|
2025
Q1 | $321K | Buy |
4,789
+15
| +0.3% | +$968 | 0.03% | 135 |
|
|
2024
Q4 | $305K | Buy |
4,774
+7
| +0.1% | +$473 | 0.03% | 136 |
|
|
2024
Q3 | $348K | Buy |
4,767
+51
| +1% | +$3.52K | 0.04% | 126 |
|
|
2024
Q2 | $292K | Buy |
4,716
+7
| +0.1% | +$414 | 0.03% | 128 |
|
|
2024
Q1 | $266K | Sell |
4,709
-244
| -5% | -$13.5K | 0.03% | 147 |
|
|
2023
Q4 | $270K | Buy |
4,953
+13
| +0.3% | +$701 | 0.03% | 135 |
|
|
2023
Q3 | $275K | Buy |
4,940
+58
| +1% | +$3.35K | 0.03% | 127 |
|
|
2023
Q2 | $286K | Sell |
4,882
-169
| -3% | -$10K | 0.04% | 125 |
|
|
2023
Q1 | $295K | Sell |
5,051
-142
| -3% | -$8.07K | 0.04% | 125 |
|
|
2022
Q4 | $294K | Sell |
5,193
-195
| -4% | -$10.4K | 0.05% | 115 |
|
|
2022
Q3 | $266K | Sell |
5,388
-680
| -11% | -$35.5K | 0.05% | 113 |
|
|
2022
Q2 | $313K | Buy |
6,068
+848
| +16% | +$43.2K | 0.06% | 101 |
|
|
2022
Q1 | $268K | Sell |
5,220
-392
| -7% | -$21.8K | 0.04% | 116 |
|
|
2021
Q4 | $340K | Buy |
5,612
+28
| +0.5% | +$1.66K | 0.06% | 103 |
|
|
2021
Q3 | $341K | Buy |
5,584
+2,157
| +63% | +$137K | 0.06% | 92 |
|
|
2021
Q2 | $848K | Hold |
3,427
| – | – | 0.14% | 55 |
|
|
2021
Q1 | $850K | Hold |
3,427
| – | – | 0.16% | 56 |
|
|
2020
Q4 | $803K | Hold |
3,427
| – | – | 0.14% | 55 |
|
|
2020
Q3 | $759K | Buy |
+3,427
| New | +$229K | 0.15% | 48 |
|
Other funds holding UL
