Essex Financial Services’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 | $1.02M | Buy |
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|
2025
Q1 | $967K | Buy |
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|
2024
Q4 | $912K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $755K | Sell |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $882K | Sell |
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|
2023
Q1 | $890K | Buy |
|
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|
2022
Q4 | $825K | Buy |
|
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $828K | Sell |
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|
2022
Q1 | $850K | Sell |
|
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.15M | Hold |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $433K | Buy |
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|
2020
Q2 | $385K | Buy |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $652K | Sell |
|
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|
2019
Q3 | $689K | Sell |
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|
2019
Q2 | $741K | Sell |
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|
2019
Q1 | $696K | Sell |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $704K | Sell |
|
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|
2018
Q2 | $726K | Buy |
|
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|
2018
Q1 | $730K | Buy |
|
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|
2017
Q4 | $727K | Sell |
|
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|
2017
Q3 | $737K | Sell |
|
|||||
|
2017
Q2 | $727K | Buy |
|
|||||
|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $602K | Buy |
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|
2016
Q3 | $519K | Buy |
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|
2016
Q2 | $525K | Buy |
|
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|
2016
Q1 | $453K | Sell |
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|
2015
Q4 | $536K | Buy |
|
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|
2015
Q3 | $488K | Buy |
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|
2015
Q2 | $491K | Sell |
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|
2015
Q1 | $557K | Buy |
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|
2014
Q4 | $529K | Buy |
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|
2014
Q3 | $452K | Sell |
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|
2014
Q2 | $494K | Buy |
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|
2014
Q1 | $372K | Buy |
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|
2013
Q4 | $300K | Buy |
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|
2013
Q3 | $257 | Sell |
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|
2013
Q2 | $279K | Buy |
|