Equitable Holdings’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
7,700
+4,331
+129% +$265K ﹤0.01% 1026
2025
Q1
$201K Buy
+3,369
New +$201K ﹤0.01% 1263
2024
Q4
Sell
-4,064
Closed -$264K 1337
2024
Q3
$264K Buy
4,064
+420
+12% +$27.3K ﹤0.01% 1084
2024
Q2
$200K Sell
3,644
-2,902
-44% -$160K ﹤0.01% 1138
2024
Q1
$329K Sell
6,546
-118
-2% -$5.92K ﹤0.01% 933
2023
Q4
$323K Sell
6,664
-530
-7% -$25.7K ﹤0.01% 920
2023
Q3
$355K Buy
7,194
+1,073
+18% +$53K 0.01% 825
2023
Q2
$319K Buy
+6,121
New +$319K ﹤0.01% 829