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Carolinas Wealth Consulting’s Unilever UL Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-111
Closed -$7.45K – 880
2025
Q1 		$7.45K Buy
111
+10
+10% +$645 ﹤0.01% 553
2024
Q4 		$6.41K Sell
101
-17
-14% -$1.15K ﹤0.01% 602
2024
Q3 		$8.62K Sell
118
-7
-6% -$484 ﹤0.01% 582
2024
Q2 		$7.74K Buy
125
+25
+25% +$1.48K ﹤0.01% 596
2024
Q1 		$5.7K Sell
100
-26,476
-100% -$1.47M ﹤0.01% 630
2023
Q4 		$65.7K Sell
26,576
-471
-2% -$25.4K 0.01% 300
2023
Q3 		$89.7K Buy
27,047
+50
+0.2% +$2.89K 0.02% 227
2023
Q2 		$93.2K Buy
26,997
+2
+0% +$119 0.02% 268
2023
Q1 		$92.8K Sell
26,995
-13
-0% -$739 0.02% 274
2022
Q4 		$91.6K Buy
27,008
+71
+0.3% +$3.8K 0.02% 276
2022
Q3 		$80K Sell
26,937
-284
-1% -$14.8K 0.02% 273
2022
Q2 		$97K Buy
27,221
+25,932
+2,012% +$1.32M 0.02% 255
2022
Q1 		$67K Sell
1,289
-49
-4% -$2.73K 0.01% 310
2021
Q4 		$81K Hold
1,338
– – 0.02% 291
2021
Q3 		$82K Buy
1,338
+6
+0.5% +$382 0.02% 267
2021
Q2 		$88K Buy
1,332
+161
+14% +$10.7K 0.02% 281
2021
Q1 		$74K Buy
1,171
+580
+98% +$36.9K 0.02% 297
2020
Q4 		$40K Buy
591
+550
+1,341% +$37.3K 0.01% 374
2020
Q3 		$3K Buy
41
+1
+3% +$67 ﹤0.01% 660
2020
Q2 		$2K Buy
+40
New +$2.39K ﹤0.01% 517

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Morgan Stanley
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's UL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Unilever (UL) in Q2 2025, closing a stake of 111 shares — an estimated $7.45K sold.

Carolinas Wealth Consulting first reported a position in UL in Q2 2020 and held it in 20 quarters. The position peaked at $97K in Q2 2022. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Unilever position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 111 Unilever shares in Q2 2025, an estimated $7.45K.
  • Carolinas Wealth Consulting first reported a position in Unilever in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Unilever position peaked at $97K in Q2 2022.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.