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 |
|