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 |
|