Destination Wealth Management’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 | $8.25M | Buy |
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|
2025
Q1 | $7.91M | Sell |
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|
2024
Q4 | $7.63M | Buy |
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|
2024
Q3 | $8.62M | Sell |
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|
2024
Q2 | $7.46M | Sell |
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|
2024
Q1 | $6.88M | Buy |
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|
2023
Q4 | $6.47M | Sell |
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|
2023
Q3 | $7.27M | Buy |
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|
2023
Q2 | $7.63M | Sell |
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|
2023
Q1 | $7.64M | Buy |
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|
2022
Q4 | $7.15M | Sell |
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|
2022
Q3 | $6.34M | Buy |
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|
2022
Q2 | $5.86M | Buy |
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|
2022
Q1 | $5.7M | Buy |
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|
2021
Q4 | $5.79M | Sell |
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|
2021
Q3 | $6.03M | Sell |
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|
2021
Q2 | $6.69M | Buy |
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|
2021
Q1 | $6.16M | Buy |
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|
2020
Q4 | $6.19M | Buy |
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|
2020
Q3 | $6.19M | Buy |
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|
2020
Q2 | $5.31M | Buy |
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|
2020
Q1 | $4.7M | Buy |
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|
2019
Q4 | $5.14M | Buy |
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|
2019
Q3 | $5.15M | Buy |
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|
2019
Q2 | $5.24M | Sell |
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|
2019
Q1 | $4.96M | Sell |
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|
2018
Q4 | $4.74M | Sell |
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|
2018
Q3 | $5.24M | Sell |
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|
2018
Q2 | $5.31M | Sell |
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|
2018
Q1 | $5.34M | Buy |
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|
2017
Q4 | $5.15M | Buy |
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|
2017
Q3 | $5.06M | Buy |
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|
2017
Q2 | $4.43M | Buy |
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|
2017
Q1 | $3.89M | Buy |
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|
2016
Q4 | $2.79M | Buy |
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|
2016
Q3 | $2.61M | Buy |
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|
2016
Q2 | $1.9M | Buy |
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|
2016
Q1 | $728K | Hold |
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|
2015
Q4 | $728K | Buy |
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|
2015
Q3 | $602K | Buy |
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|
2015
Q2 | $524K | Buy |
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|
2015
Q1 | $371K | Buy |
|