USA Financial Formulas’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
+4,326
| New | +$265K | 0.05% | 112 |
|
|
2025
Q1 | – | Sell |
-3,700
| Closed | -$210K | – | 367 |
|
|
2024
Q4 | $210K | Sell |
3,700
-99
| -3% | -$5.61K | 0.03% | 161 |
|
|
2024
Q3 | $247K | Sell |
3,799
-496
| -12% | -$32.2K | 0.04% | 137 |
|
|
2024
Q2 | $236K | Sell |
4,295
-443
| -9% | -$24.4K | 0.04% | 144 |
|
|
2024
Q1 | $238K | Sell |
4,738
-965
| -17% | -$48.4K | 0.04% | 173 |
|
|
2023
Q4 | $276K | Buy |
5,703
+5,673
| +18,910% | +$275K | 0.05% | 131 |
|
|
2023
Q3 | $1.48K | Hold |
30
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $1.56K | Hold |
30
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $1.56K | Buy |
+30
| New | +$1.56K | ﹤0.01% | 252 |
|
|
2021
Q2 | – | Sell |
-23
| Closed | -$1K | – | 448 |
|
|
2021
Q1 | $1K | Buy |
23
+2
| +10% | +$87 | ﹤0.01% | 322 |
|
|
2020
Q4 | $1K | Sell |
21
-3
| -13% | -$143 | ﹤0.01% | 305 |
|
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 302 |
|
|
2020
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 211 |
|