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