Cary Street Partners Investment Advisory’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
$109K Buy
2025
Q1
$94.5K Buy
2024
Q4
$23.8K Sell
2024
Q3
$11.1M Sell
2024
Q2
$9.55M Buy
2024
Q1
$8.6M Sell
2023
Q4
$8.48M Sell
2023
Q3
$8.77M Buy
2023
Q2
$5.9M Sell
2023
Q1
$5.92M Sell
2022
Q4
$5.76M Sell
2022
Q3
$5.07M Buy
2022
Q2
$4.6M Buy
2022
Q1
$277K Buy
2021
Q4
$325K Buy
2021
Q3
$270K Buy
2021
Q2
$257K Buy
2021
Q1
$57K Sell
2020
Q4
$644K Sell
2020
Q3
$4.02M Buy