Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $393K | Sell |
6,697
-1,682
| -20% | -$113K | 0.01% | 374 |
|
|
2025
Q4 | $548K | Sell |
8,379
-590
| -7% | -$39.7K | 0.01% | 322 |
|
|
2025
Q3 | $598K | Buy |
8,969
+445
| +5% | +$30.7K | 0.01% | 312 |
|
|
2025
Q2 | $587K | Hold |
8,524
| – | – | 0.01% | 315 |
|
|
2025
Q1 | $571K | Sell |
8,524
-3,036
| -26% | -$196K | 0.01% | 311 |
|
|
2024
Q4 | $737K | Sell |
11,560
-822
| -7% | -$55.5K | 0.01% | 285 |
|
|
2024
Q3 | $905K | Hold |
12,382
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $766K | Sell |
12,382
-7,258
| -37% | -$429K | 0.01% | 283 |
|
|
2024
Q1 | $1.11M | Sell |
19,640
-538
| -3% | -$29.8K | 0.02% | 255 |
|
|
2023
Q4 | $1.1M | Sell |
20,178
-2,136
| -10% | -$115K | 0.02% | 263 |
|
|
2023
Q3 | $1.24M | Sell |
22,314
-791
| -3% | -$45.7K | 0.02% | 236 |
|
|
2023
Q2 | $1.36M | Buy |
23,105
+16,561
| +253% | +$983K | 0.02% | 238 |
|
|
2023
Q1 | $382K | Hold |
6,544
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $371K | Hold |
6,544
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $323K | Sell |
6,544
-176
| -3% | -$9.2K | 0.01% | 316 |
|
|
2022
Q2 | $346K | Buy |
6,720
+176
| +3% | +$8.96K | 0.01% | 309 |
|
|
2022
Q1 | $335K | Hold |
6,544
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $396K | Sell |
6,544
-303
| -4% | -$18K | 0.01% | 322 |
|
|
2021
Q3 | $418K | Buy |
6,847
+81
| +1% | +$5.16K | 0.01% | 269 |
|
|
2021
Q2 | $445K | Hold |
6,766
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $425K | Buy |
6,766
+11
| +0.2% | +$701 | 0.01% | 278 |
|
|
2020
Q4 | $459K | Buy |
6,755
+4,382
| +185% | +$297K | 0.01% | 266 |
|
|
2020
Q3 | $165K | Hold |
2,373
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $147K | Sell |
2,373
-55
| -2% | -$3.29K | ﹤0.01% | 342 |
|
|
2020
Q1 | $138K | Sell |
2,428
-568
| -19% | -$35.6K | ﹤0.01% | 325 |
|
|
2019
Q4 | $193K | Sell |
2,996
-49
| -2% | -$3.25K | ﹤0.01% | 337 |
|
|
2019
Q3 | $206K | Buy |
3,045
+1,294
| +74% | +$89.7K | 0.01% | 330 |
|
|
2019
Q2 | $122K | Hold |
1,751
| – | – | ﹤0.01% | 306 |
|
|
2019
Q1 | $114K | Hold |
1,751
| – | – | ﹤0.01% | 303 |
|
|
2018
Q4 | $103K | Hold |
1,751
| – | – | ﹤0.01% | 309 |
|
|
2018
Q3 | $108K | Hold |
1,751
| – | – | ﹤0.01% | 318 |
|
|
2018
Q2 | $109K | Hold |
1,751
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $109K | Buy |
+1,751
| New | +$107K | ﹤0.01% | 310 |
|
Other funds holding UL
