Baker Tilly 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
Q4 | $1.12M | Sell |
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|
2025
Q3 | $1.18M | Buy |
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|
2025
Q2 | $1.12M | Buy |
|
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|
2025
Q1 | $1.05M | Buy |
|
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|
2024
Q4 | $650K | Buy |
|
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|
2024
Q3 | $233K | Sell |
|
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|
2024
Q2 | $510K | Sell |
|
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|
2024
Q1 | $1.79M | Buy |
|
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|
2023
Q4 | $1.43M | Buy |
|
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|
2023
Q3 | $1.37M | Buy |
|
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|
2023
Q2 | $1.33M | Sell |
|
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|
2023
Q1 | $1.34M | Buy |
|
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|
2022
Q4 | $908K | Sell |
|
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|
2022
Q3 | $1.01M | Buy |
|
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|
2022
Q2 | $1.06M | Buy |
|
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|
2022
Q1 | $994K | Sell |
|
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|
2021
Q4 | $1.21M | Sell |
|
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|
2021
Q3 | $1.38M | Buy |
|
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|
2021
Q2 | $1.11M | Buy |
|
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|
2021
Q1 | $903K | Buy |
|
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|
2020
Q4 | $759K | Buy |
|