Ellevest Inc’s Unilever UL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Sell |
19,608
-5,053
| -20% | -$309K | 0.19% | 77 |
|
2025
Q1 | $1.47M | Sell |
24,661
-4,325
| -15% | -$258K | 0.1% | 72 |
|
2024
Q4 | $1.64M | Sell |
28,986
-1,223
| -4% | -$69.3K | 0.09% | 68 |
|
2024
Q3 | $1.96M | Buy |
30,209
+2,412
| +9% | +$157K | 0.11% | 61 |
|
2024
Q2 | $1.53M | Buy |
27,797
+4,864
| +21% | +$267K | 0.09% | 67 |
|
2024
Q1 | $1.15M | Buy |
22,933
+8,432
| +58% | +$423K | 0.07% | 83 |
|
2023
Q4 | $703K | Sell |
14,501
-1,257
| -8% | -$60.9K | 0.05% | 125 |
|
2023
Q3 | $778K | Buy |
+15,758
| New | +$778K | 0.06% | 84 |
|
2023
Q2 | – | Sell |
-1,799
| Closed | -$93.4K | – | 1566 |
|
2023
Q1 | $93.4K | Sell |
1,799
-39
| -2% | -$2.03K | 0.01% | 464 |
|
2022
Q4 | $92.5K | Sell |
1,838
-110
| -6% | -$5.54K | 0.01% | 457 |
|
2022
Q3 | $85K | Buy |
1,948
+165
| +9% | +$7.2K | 0.01% | 455 |
|
2022
Q2 | $82K | Sell |
1,783
-323
| -15% | -$14.9K | 0.01% | 455 |
|
2022
Q1 | $96K | Buy |
2,106
+1,083
| +106% | +$49.4K | 0.01% | 414 |
|
2021
Q4 | $55K | Sell |
1,023
-8,288
| -89% | -$446K | ﹤0.01% | 494 |
|
2021
Q3 | $505K | Buy |
9,311
+7,902
| +561% | +$429K | 0.05% | 91 |
|
2021
Q2 | $82K | Sell |
1,409
-3,061
| -68% | -$178K | 0.01% | 397 |
|
2021
Q1 | $250K | Buy |
4,470
+1,728
| +63% | +$96.6K | 0.03% | 168 |
|
2020
Q4 | $166K | Buy |
2,742
+855
| +45% | +$51.8K | 0.02% | 198 |
|
2020
Q3 | $116K | Buy |
1,887
+569
| +43% | +$35K | 0.02% | 223 |
|
2020
Q2 | $72K | Buy |
1,318
+304
| +30% | +$16.6K | 0.02% | 297 |
|
2020
Q1 | $51K | Buy |
1,014
+432
| +74% | +$21.7K | 0.01% | 226 |
|
2019
Q4 | $33K | Buy |
+582
| New | +$33K | 0.01% | 300 |
|