EP Wealth Advisors’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 | $954K | Buy |
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|
2025
Q1 | $874K | Sell |
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|
2024
Q4 | $877K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $727K | Sell |
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|
2024
Q1 | $665K | Buy |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $562K | Buy |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $318K | Buy |
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|
2021
Q1 | $207K | Buy |
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