AE Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.53M | Buy |
|
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|
2023
Q3 | $1.33M | Sell |
|
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|
2023
Q2 | $1.44M | Buy |
|
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|
2023
Q1 | $1.1M | Buy |
|
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|
2022
Q4 | $1.02M | Sell |
|
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|
2022
Q3 | $916K | Buy |
|
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|
2022
Q2 | $926K | Buy |
|
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|
2022
Q1 | $325K | Sell |
|
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|
2021
Q4 | $1.53M | Buy |
|
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|
2021
Q3 | $1.46M | Sell |
|
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|
2021
Q2 | $3.07M | Buy |
|
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|
2021
Q1 | $2.71M | Buy |
|
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|
2020
Q4 | $2.57M | Buy |
|
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|
2020
Q3 | $1.32M | Sell |
|
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $766K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $280K | Buy |
|