WCM Investment Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-78,609
| Closed | -$4.65M | – | 284 |
|
|
2025
Q1 | $4.65M | Sell |
78,609
-2,704
| -3% | -$160K | 0.01% | 173 |
|
|
2024
Q4 | $4.62M | Buy |
81,313
+50,793
| +166% | +$2.88M | 0.01% | 183 |
|
|
2024
Q3 | $2M | Buy |
30,520
+21,441
| +236% | +$1.4M | ﹤0.01% | 202 |
|
|
2024
Q2 | $503K | Buy |
9,079
+3,910
| +76% | +$216K | ﹤0.01% | 229 |
|
|
2024
Q1 | $259K | Buy |
5,169
+696
| +16% | +$34.9K | ﹤0.01% | 232 |
|
|
2023
Q4 | $217K | Buy |
+4,473
| New | +$217K | ﹤0.01% | 236 |
|
|
2023
Q2 | – | Sell |
-9,258
| Closed | -$481K | – | 227 |
|
|
2023
Q1 | $481K | Buy |
9,258
+115
| +1% | +$5.97K | ﹤0.01% | 204 |
|
|
2022
Q4 | $460K | Buy |
+9,143
| New | +$460K | ﹤0.01% | 207 |
|
|
2022
Q2 | – | Sell |
-4,651
| Closed | -$212K | – | 210 |
|
|
2022
Q1 | $212K | Buy |
+4,651
| New | +$212K | ﹤0.01% | 200 |
|
|
2015
Q4 | – | Sell |
-5,520
| Closed | -$225K | – | 111 |
|
|
2015
Q3 | $225K | Sell |
5,520
-2,490
| -31% | -$101K | 0.01% | 106 |
|
|
2015
Q2 | $344K | Hold |
8,010
| – | – | 0.01% | 108 |
|
|
2015
Q1 | $334K | Sell |
8,010
-635
| -7% | -$26.5K | 0.01% | 135 |
|
|
2014
Q4 | $350K | Sell |
8,645
-185
| -2% | -$7.49K | 0.01% | 110 |
|
|
2014
Q3 | $370K | Sell |
8,830
-165
| -2% | -$6.91K | 0.01% | 108 |
|
|
2014
Q2 | $408K | Buy |
8,995
+100
| +1% | +$4.54K | 0.01% | 128 |
|
|
2014
Q1 | $381K | Buy |
8,895
+125
| +1% | +$5.35K | 0.01% | 126 |
|
|
2013
Q4 | $361K | Hold |
8,770
| – | – | 0.01% | 121 |
|
|
2013
Q3 | $338K | Buy |
+8,770
| New | +$338K | 0.02% | 117 |
|