EP Wealth Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
15,595
+918
| +6% | +$56.2K | 0.01% | 573 |
|
|
2025
Q1 | $874K | Sell |
14,677
-791
| -5% | -$47.1K | 0.01% | 536 |
|
|
2024
Q4 | $877K | Sell |
15,468
-181
| -1% | -$10.3K | 0.01% | 539 |
|
|
2024
Q3 | $1.02M | Buy |
15,649
+2,428
| +18% | +$158K | 0.01% | 492 |
|
|
2024
Q2 | $727K | Sell |
13,221
-38
| -0.3% | -$2.09K | 0.01% | 453 |
|
|
2024
Q1 | $665K | Buy |
13,259
+2,940
| +28% | +$148K | 0.01% | 452 |
|
|
2023
Q4 | $500K | Sell |
10,319
-1,049
| -9% | -$50.9K | 0.01% | 488 |
|
|
2023
Q3 | $562K | Buy |
11,368
+499
| +5% | +$24.7K | 0.01% | 439 |
|
|
2023
Q2 | $551K | Sell |
10,869
-72,625
| -87% | -$3.68M | 0.01% | 449 |
|
|
2023
Q1 | $2.94M | Buy |
83,494
+79,461
| +1,970% | +$2.8M | 0.05% | 193 |
|
|
2022
Q4 | $203K | Buy |
+4,033
| New | +$203K | ﹤0.01% | 550 |
|
|
2022
Q3 | – | Sell |
-10,549
| Closed | -$483K | – | 627 |
|
|
2022
Q2 | $483K | Buy |
10,549
+3,936
| +60% | +$180K | 0.01% | 378 |
|
|
2022
Q1 | $301K | Buy |
6,613
+1,084
| +20% | +$49.3K | 0.01% | 492 |
|
|
2021
Q4 | $297K | Buy |
5,529
+645
| +13% | +$34.6K | 0.01% | 466 |
|
|
2021
Q3 | $265K | Sell |
4,884
-559
| -10% | -$30.3K | 0.01% | 460 |
|
|
2021
Q2 | $318K | Buy |
5,443
+1,727
| +46% | +$101K | 0.01% | 433 |
|
|
2021
Q1 | $207K | Buy |
+3,716
| New | +$207K | 0.01% | 472 |
|