Envestnet Portfolio Solutions’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.15M Sell
84,154
-35,278
-30% -$2.16M 0.02% 355
2025
Q1
$7.11M Sell
119,432
-41,102
-26% -$2.45M 0.03% 285
2024
Q4
$9.1M Buy
160,534
+9,590
+6% +$544K 0.03% 267
2024
Q3
$9.81M Buy
150,944
+2,007
+1% +$130K 0.03% 247
2024
Q2
$8.19M Sell
148,937
-11,965
-7% -$658K 0.03% 272
2024
Q1
$8.08M Sell
160,902
-18,667
-10% -$937K 0.03% 273
2023
Q4
$8.71M Sell
179,569
-21,504
-11% -$1.04M 0.04% 223
2023
Q3
$9.93M Buy
+201,073
New +$9.93M 0.05% 190