West Branch Capital’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
229
-998
| -81% | -$61.1K | ﹤0.01% | 238 |
|
|
2025
Q1 | $73.1K | Buy |
1,227
+1
| +0.1% | +$60 | 0.02% | 133 |
|
|
2024
Q4 | $69.5K | Hold |
1,226
| – | – | 0.02% | 139 |
|
|
2024
Q3 | $79.6K | Sell |
1,226
-1,496
| -55% | -$97.2K | 0.03% | 132 |
|
|
2024
Q2 | $150K | Buy |
2,722
+2
| +0.1% | +$110 | 0.06% | 97 |
|
|
2024
Q1 | $137K | Buy |
2,720
+2
| +0.1% | +$100 | 0.06% | 101 |
|
|
2023
Q4 | $132K | Buy |
2,718
+2
| +0.1% | +$97 | 0.06% | 94 |
|
|
2023
Q3 | $134K | Buy |
2,716
+2
| +0.1% | +$99 | 0.07% | 91 |
|
|
2023
Q2 | $141K | Sell |
2,714
-113
| -4% | -$5.89K | 0.07% | 95 |
|
|
2023
Q1 | $147K | Buy |
2,827
+1
| +0% | +$52 | 0.08% | 91 |
|
|
2022
Q4 | $142K | Sell |
2,826
-83
| -3% | -$4.18K | 0.09% | 91 |
|
|
2022
Q3 | $128K | Sell |
2,909
-38
| -1% | -$1.67K | 0.08% | 98 |
|
|
2022
Q2 | $135K | Sell |
2,947
-158
| -5% | -$7.24K | 0.08% | 95 |
|
|
2022
Q1 | $141K | Buy |
3,105
+101
| +3% | +$4.59K | 0.07% | 102 |
|
|
2021
Q4 | $162K | Buy |
3,004
+1
| +0% | +$54 | 0.07% | 105 |
|
|
2021
Q3 | $163K | Buy |
3,003
+1
| +0% | +$54 | 0.08% | 100 |
|
|
2021
Q2 | $176K | Buy |
+3,002
| New | +$176K | 0.09% | 98 |
|