CAPTRUST Financial Advisors’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$67.4M Buy
2025
Q1
$65.3M Buy
2024
Q4
$48.9M Sell
2024
Q3
$56.7M Sell
2024
Q2
$48.3M Sell
2024
Q1
$43.8M Buy
2023
Q4
$40.8M Sell
2023
Q3
$42.7M Buy
2023
Q2
$44.2M Buy
2023
Q1
$42.1M Buy
2022
Q4
$4.06M Sell
2022
Q3
$3.55M Buy
2022
Q2
$3.47M Buy
2022
Q1
$1.79M Sell
2021
Q4
$4.58M Buy
2021
Q3
$1.7M Buy
2021
Q2
$1.67M Sell
2021
Q1
$2.06M Buy
2020
Q4
$2.02M Buy
2020
Q3
$1.11M Buy
2020
Q2
$895K Buy
2020
Q1
$730K Buy
2019
Q4
$783K Buy