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Baldwin Wealth Partners’s Unilever UL Stock Holding History

Baldwin Wealth Partners’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36
Closed -$2.6K – 968
2024
Q3 		$2.6K Sell
36
-542
-94% -$37.5K ﹤0.01% 926
2024
Q2 		$35.7K Hold
578
– – ﹤0.01% 393
2024
Q1 		$32.6K Hold
578
– – ﹤0.01% 425
2023
Q4 		$31.5K Sell
578
-3,740
-87% -$202K ﹤0.01% 439
2023
Q3 		$240K Sell
4,318
-156
-3% -$9.02K 0.02% 205
2023
Q2 		$262K Buy
4,474
+4
+0.1% +$238 0.02% 215
2023
Q1 		$261K Buy
4,470
+3
+0.1% +$170 0.02% 216
2022
Q4 		$253K Buy
4,467
+156
+4% +$8.35K 0.02% 211
2022
Q3 		$213K Hold
4,311
– – 0.03% 166
2022
Q2 		$222K Sell
4,311
-149
-3% -$7.59K 0.03% 170
2022
Q1 		$229K Sell
4,460
-72
-2% -$4.01K 0.02% 191
2021
Q4 		$274K Sell
4,532
-73
-2% -$4.34K 0.03% 177
2021
Q3 		$281K Buy
4,605
+108
+2% +$6.88K 0.03% 171
2021
Q2 		$296K Buy
4,497
+142
+3% +$9.44K 0.03% 158
2021
Q1 		$274K Buy
4,355
+175
+4% +$11.1K 0.03% 155
2020
Q4 		$284K Buy
+4,180
New +$284K 0.04% 145
2020
Q2 		– Sell
-39
Closed -$2K – 555
2020
Q1 		$2K Hold
39
– – ﹤0.01% 523
2019
Q4 		$3K Hold
39
– – ﹤0.01% 507
2019
Q3 		$3K Hold
39
– – ﹤0.01% 494
2019
Q2 		$3K Hold
39
– – ﹤0.01% 490
2019
Q1 		$3K Hold
39
– – ﹤0.01% 487
2018
Q4 		$2K Hold
39
– – ﹤0.01% 489
2018
Q3 		$2K Buy
+39
New +$2.46K ﹤0.01% 507
2017
Q1 		– Sell
-1,249
Closed -$57K – 540
2016
Q4 		$57K Hold
1,249
– – 0.01% 282
2016
Q3 		$67K Hold
1,249
– – 0.01% 277
2016
Q2 		$67K Hold
1,249
– – 0.01% 246
2016
Q1 		$63K Buy
+1,249
New +$60.8K 0.01% 284

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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Baldwin Wealth Partners's UL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Unilever (UL) in Q4 2024, closing a stake of 36 shares — an estimated $2.6K sold.

Baldwin Wealth Partners first reported a position in UL in Q1 2016 and held it in 27 quarters. The position peaked at $296K in Q2 2021. 1,187 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 36 Unilever shares in Q4 2024, an estimated $2.6K.
  • Baldwin Wealth Partners first reported a position in Unilever in Q1 2016 and held it in 27 quarters.
  • Baldwin Wealth Partners's Unilever position peaked at $296K in Q2 2021.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.