EverSource 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
Q3 | $269K | Sell |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $102K | Sell |
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|
2024
Q4 | $98.4K | Sell |
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|
2024
Q3 | $200K | Sell |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $786K | Buy |
|
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $164K | Buy |
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|
2021
Q4 | $172K | Buy |
|