Westside 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
$88.5K Buy
1,445
+322
+29% +$19.7K 0.02% 360
2025
Q1
$66.9K Hold
1,123
0.01% 360
2024
Q4
$63.7K Hold
1,123
0.01% 370
2024
Q3
$73K Hold
1,123
0.02% 350
2024
Q2
$61.8K Hold
1,123
0.01% 360
2024
Q1
$56.4K Hold
1,123
0.01% 367
2023
Q4
$54.4K Hold
1,123
0.01% 347
2023
Q3
$55.5K Hold
1,123
0.02% 328
2023
Q2
$58.5K Hold
1,123
0.02% 334
2023
Q1
$58.3K Hold
1,123
0.02% 341
2022
Q4
$56 Buy
+1,123
New +$56 ﹤0.01% 407
2018
Q4
Sell
-74
Closed -$4.09K 811
2018
Q3
$4.09K Hold
74
﹤0.01% 618
2018
Q2
$4.04K Sell
74
-28
-27% -$1.53K ﹤0.01% 705
2018
Q1
$5.58K Buy
102
+57
+127% +$3.12K ﹤0.01% 645
2017
Q4
$2.5K Sell
45
-8
-15% -$445 ﹤0.01% 770
2017
Q3
$3.02K Hold
53
﹤0.01% 717
2017
Q2
$2.86K Sell
53
-1,000
-95% -$54K ﹤0.01% 718
2017
Q1
$51.7K Buy
1,053
+1,000
+1,887% +$49.1K 0.02% 256
2016
Q4
$2.18K Buy
+53
New +$2.18K ﹤0.01% 586