West Family Investments’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
13,520
+4,106
| +44% | +$251K | 0.22% | 99 |
|
|
2025
Q1 | $561K | Buy |
9,414
+80
| +0.9% | +$4.76K | 0.21% | 95 |
|
|
2024
Q4 | $529K | Sell |
9,334
-157
| -2% | -$8.9K | 0.18% | 114 |
|
|
2024
Q3 | $617K | Buy |
9,491
+375
| +4% | +$24.4K | 0.21% | 102 |
|
|
2024
Q2 | $501K | Hold |
9,116
| – | – | 0.15% | 110 |
|
|
2024
Q1 | $458K | Hold |
9,116
| – | – | 0.14% | 119 |
|
|
2023
Q4 | $442K | Buy |
9,116
+814
| +10% | +$39.5K | 0.15% | 108 |
|
|
2023
Q3 | $410K | Hold |
8,302
| – | – | 0.14% | 111 |
|
|
2023
Q2 | $433K | Hold |
8,302
| – | – | 0.17% | 108 |
|
|
2023
Q1 | $431K | Hold |
8,302
| – | – | 0.17% | 96 |
|
|
2022
Q4 | $418K | Sell |
8,302
-309
| -4% | -$15.6K | 0.14% | 116 |
|
|
2022
Q3 | $378K | Buy |
8,611
+1,014
| +13% | +$44.5K | 0.16% | 119 |
|
|
2022
Q2 | $348K | Buy |
+7,597
| New | +$348K | 0.14% | 130 |
|
|
2022
Q1 | – | Sell |
-14,959
| Closed | -$805K | – | 347 |
|
|
2021
Q4 | $805K | Sell |
14,959
-1,371
| -8% | -$73.8K | 0.22% | 82 |
|
|
2021
Q3 | $885K | Buy |
16,330
+6,139
| +60% | +$333K | 0.23% | 79 |
|
|
2021
Q2 | $596K | Buy |
+10,191
| New | +$596K | 0.16% | 107 |
|