Bartlett & Co 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 | $587K | Hold |
9,590
| – | – | 0.01% | 315 |
|
|
2025
Q1 | $571K | Sell |
9,590
-3,415
| -26% | -$203K | 0.01% | 311 |
|
|
2024
Q4 | $737K | Sell |
13,005
-925
| -7% | -$52.4K | 0.01% | 285 |
|
|
2024
Q3 | $905K | Hold |
13,930
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $766K | Sell |
13,930
-8,165
| -37% | -$449K | 0.01% | 283 |
|
|
2024
Q1 | $1.11M | Sell |
22,095
-605
| -3% | -$30.4K | 0.02% | 255 |
|
|
2023
Q4 | $1.1M | Sell |
22,700
-2,403
| -10% | -$116K | 0.02% | 263 |
|
|
2023
Q3 | $1.24M | Sell |
25,103
-890
| -3% | -$44K | 0.02% | 236 |
|
|
2023
Q2 | $1.36M | Buy |
25,993
+18,631
| +253% | +$971K | 0.02% | 238 |
|
|
2023
Q1 | $382K | Hold |
7,362
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $371K | Hold |
7,362
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $323K | Sell |
7,362
-198
| -3% | -$8.68K | 0.01% | 316 |
|
|
2022
Q2 | $346K | Buy |
7,560
+198
| +3% | +$9.07K | 0.01% | 309 |
|
|
2022
Q1 | $335K | Hold |
7,362
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $396K | Sell |
7,362
-341
| -4% | -$18.3K | 0.01% | 322 |
|
|
2021
Q3 | $418K | Buy |
7,703
+91
| +1% | +$4.93K | 0.01% | 269 |
|
|
2021
Q2 | $445K | Hold |
7,612
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $425K | Buy |
7,612
+13
| +0.2% | +$726 | 0.01% | 278 |
|
|
2020
Q4 | $459K | Buy |
7,599
+4,929
| +185% | +$298K | 0.01% | 266 |
|
|
2020
Q3 | $165K | Hold |
2,670
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $147K | Sell |
2,670
-62
| -2% | -$3.4K | ﹤0.01% | 342 |
|
|
2020
Q1 | $138K | Sell |
2,732
-638
| -19% | -$32.3K | ﹤0.01% | 325 |
|
|
2019
Q4 | $193K | Sell |
3,370
-56
| -2% | -$3.2K | ﹤0.01% | 337 |
|
|
2019
Q3 | $206K | Buy |
3,426
+1,456
| +74% | +$87.5K | 0.01% | 330 |
|
|
2019
Q2 | $122K | Hold |
1,970
| – | – | ﹤0.01% | 306 |
|
|
2019
Q1 | $114K | Hold |
1,970
| – | – | ﹤0.01% | 303 |
|
|
2018
Q4 | $103K | Hold |
1,970
| – | – | ﹤0.01% | 309 |
|
|
2018
Q3 | $108K | Hold |
1,970
| – | – | ﹤0.01% | 318 |
|
|
2018
Q2 | $109K | Hold |
1,970
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $109K | Buy |
+1,970
| New | +$109K | ﹤0.01% | 310 |
|