Bogart Wealth LLC’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 | $34K | Hold |
597
| – | – | ﹤0.01% | 596 |
|
|
2025
Q4 | $39K | Sell |
597
-4
| -0.7% | -$269 | ﹤0.01% | 530 |
|
|
2025
Q3 | $40.1K | Hold |
601
| – | – | ﹤0.01% | 509 |
|
|
2025
Q2 | $41.4K | Hold |
601
| – | – | ﹤0.01% | 483 |
|
|
2025
Q1 | $40.3K | Buy |
601
+3
| +0.5% | +$194 | ﹤0.01% | 461 |
|
|
2024
Q4 | $38.2K | Hold |
598
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $43.7K | Hold |
598
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $37K | Sell |
598
-32
| -5% | -$1.89K | ﹤0.01% | 450 |
|
|
2024
Q1 | $35.6K | Hold |
630
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $34.4K | Sell |
630
-131
| -17% | -$7.07K | ﹤0.01% | 428 |
|
|
2023
Q3 | $42.3K | Hold |
761
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $44.6K | Sell |
761
-71
| -9% | -$4.22K | ﹤0.01% | 346 |
|
|
2023
Q1 | $48.6K | Sell |
832
-5
| -0.6% | -$284 | ﹤0.01% | 324 |
|
|
2022
Q4 | $47.4K | Sell |
837
-30
| -3% | -$1.61K | ﹤0.01% | 307 |
|
|
2022
Q3 | $43K | Hold |
867
| – | – | ﹤0.01% | 319 |
|
|
2022
Q2 | $45K | Buy |
867
+605
| +231% | +$30.8K | ﹤0.01% | 295 |
|
|
2022
Q1 | $13K | Sell |
262
-32
| -11% | -$1.78K | ﹤0.01% | 458 |
|
|
2021
Q4 | $18K | Buy |
294
+98
| +50% | +$5.82K | ﹤0.01% | 389 |
|
|
2021
Q3 | $12K | Buy |
196
+131
| +202% | +$8.35K | ﹤0.01% | 442 |
|
|
2021
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 552 |
|
|
2021
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 509 |
|
|
2020
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 358 |
|
|
2020
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 345 |
|
|
2019
Q4 | $4K | Sell |
65
-2
| -3% | -$133 | ﹤0.01% | 341 |
|
|
2019
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 303 |
|
|
2019
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 293 |
|
|
2019
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 293 |
|
|
2018
Q4 | $3K | Hold |
67
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 283 |
|
|
2018
Q2 | $4K | Sell |
67
-24
| -26% | -$1.49K | ﹤0.01% | 297 |
|
|
2018
Q1 | $6K | Sell |
91
-33
| -27% | -$2.01K | ﹤0.01% | 272 |
|
|
2017
Q4 | $8K | Hold |
124
| – | – | 0.01% | 251 |
|
|
2017
Q3 | $8K | Buy |
+124
| New | +$7.97K | 0.01% | 251 |
|
Other funds holding UL
Bogart Wealth LLC's UL Position: Q1 2026 in Review
Bogart Wealth LLC held its Unilever (UL) position steady in Q1 2026 at 597 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #596.
Bogart Wealth LLC first reported a position in UL in Q3 2017 and has held it in 35 quarters since. The position peaked at $48.6K in Q1 2023. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.
- Bogart Wealth LLC held 597 shares of Unilever worth $34K as of Q1 2026.
- Bogart Wealth LLC left its Unilever share count unchanged in Q1 2026.
- Unilever made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #596 holding.
- Bogart Wealth LLC first reported a position in Unilever in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's Unilever position peaked at $48.6K in Q1 2023.
- 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.