Baker Tilly Wealth 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 | $1.12M | Buy |
18,272
+683
| +4% | +$41.8K | 0.4% | 52 |
|
|
2025
Q1 | $1.05M | Buy |
17,589
+6,133
| +54% | +$365K | 0.41% | 57 |
|
|
2024
Q4 | $650K | Buy |
11,456
+7,864
| +219% | +$446K | 0.25% | 93 |
|
|
2024
Q3 | $233K | Sell |
3,592
-5,691
| -61% | -$370K | 0.1% | 213 |
|
|
2024
Q2 | $510K | Sell |
9,283
-26,305
| -74% | -$1.45M | 0.21% | 117 |
|
|
2024
Q1 | $1.79M | Buy |
35,588
+6,104
| +21% | +$306K | 0.32% | 70 |
|
|
2023
Q4 | $1.43M | Buy |
29,484
+1,837
| +7% | +$89.1K | 0.23% | 98 |
|
|
2023
Q3 | $1.37M | Buy |
27,647
+2,215
| +9% | +$109K | 0.23% | 94 |
|
|
2023
Q2 | $1.33M | Sell |
25,432
-450
| -2% | -$23.5K | 0.14% | 160 |
|
|
2023
Q1 | $1.34M | Buy |
25,882
+7,847
| +44% | +$407K | 0.15% | 148 |
|
|
2022
Q4 | $908K | Sell |
18,035
-5,113
| -22% | -$257K | 0.11% | 203 |
|
|
2022
Q3 | $1.02M | Buy |
23,148
+26
| +0.1% | +$1.14K | 0.14% | 160 |
|
|
2022
Q2 | $1.06M | Buy |
23,122
+1,306
| +6% | +$59.9K | 0.14% | 157 |
|
|
2022
Q1 | $994K | Sell |
21,816
-714
| -3% | -$32.5K | 0.11% | 197 |
|
|
2021
Q4 | $1.21M | Sell |
22,530
-2,896
| -11% | -$156K | 0.13% | 164 |
|
|
2021
Q3 | $1.38M | Buy |
25,426
+6,465
| +34% | +$351K | 0.18% | 108 |
|
|
2021
Q2 | $1.11M | Buy |
18,961
+2,790
| +17% | +$163K | 0.18% | 129 |
|
|
2021
Q1 | $903K | Buy |
16,171
+3,594
| +29% | +$201K | 0.18% | 133 |
|
|
2020
Q4 | $759K | Buy |
+12,577
| New | +$759K | 0.23% | 105 |
|