West Paces Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,500
| Closed | -$142K | – | 586 |
|
|
2024
Q4 | $142K | Sell |
2,500
-200
| -7% | -$11.3K | 0.03% | 167 |
|
|
2024
Q3 | $175K | Buy |
2,700
+2,500
| +1,250% | +$162K | 0.04% | 151 |
|
|
2024
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 341 |
|
|
2021
Q4 | – | Sell |
-85
| Closed | -$4.61K | – | 637 |
|
|
2021
Q3 | $4.61K | Sell |
85
-370
| -81% | -$20.1K | ﹤0.01% | 427 |
|
|
2021
Q2 | $26.6K | Buy |
455
+85
| +23% | +$4.97K | 0.01% | 261 |
|
|
2021
Q1 | $20.7K | Hold |
370
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $22.3K | Buy |
+370
| New | +$22.3K | 0.01% | 243 |
|
|
2019
Q1 | – | Sell |
-345
| Closed | -$18K | – | 486 |
|
|
2018
Q4 | $18K | Hold |
345
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $19K | Hold |
345
| – | – | 0.01% | 261 |
|
|
2018
Q2 | $19.1K | Hold |
345
| – | – | 0.01% | 260 |
|
|
2018
Q1 | $19.2K | Hold |
345
| – | – | 0.01% | 246 |
|
|
2017
Q4 | $19.1K | Sell |
345
-100
| -22% | -$5.53K | 0.01% | 267 |
|
|
2017
Q3 | $25.8K | Sell |
445
-30
| -6% | -$1.74K | 0.02% | 239 |
|
|
2017
Q2 | $25.7K | Sell |
475
-200
| -30% | -$10.8K | 0.02% | 233 |
|
|
2017
Q1 | $33.3K | Sell |
675
-395
| -37% | -$19.5K | 0.03% | 204 |
|
|
2016
Q4 | $43.5K | Buy |
+1,070
| New | +$43.5K | 0.04% | 188 |
|