EverSource Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
4,694
+2,974
| +173% | +$182K | 0.01% | 690 |
|
|
2025
Q1 | $102K | Sell |
1,720
-15
| -0.9% | -$893 | 0.01% | 900 |
|
|
2024
Q4 | $98.4K | Sell |
1,735
-1,343
| -44% | -$76.2K | 0.01% | 902 |
|
|
2024
Q3 | $200K | Sell |
3,078
-1,025
| -25% | -$66.6K | 0.01% | 557 |
|
|
2024
Q2 | $252K | Buy |
4,103
+90
| +2% | +$5.53K | 0.02% | 486 |
|
|
2024
Q1 | $208K | Sell |
4,013
-1,153
| -22% | -$59.8K | 0.02% | 475 |
|
|
2023
Q4 | $250K | Sell |
5,166
-9,688
| -65% | -$470K | 0.02% | 385 |
|
|
2023
Q3 | $734K | Sell |
14,854
-217
| -1% | -$10.7K | 0.08% | 184 |
|
|
2023
Q2 | $786K | Buy |
15,071
+9,233
| +158% | +$481K | 0.09% | 182 |
|
|
2023
Q1 | $303K | Sell |
5,838
-393
| -6% | -$20.4K | 0.04% | 299 |
|
|
2022
Q4 | $314K | Buy |
6,231
+892
| +17% | +$44.9K | 0.05% | 272 |
|
|
2022
Q3 | $234K | Sell |
5,339
-438
| -8% | -$19.2K | 0.05% | 278 |
|
|
2022
Q2 | $264K | Buy |
5,777
+2,185
| +61% | +$99.9K | 0.07% | 227 |
|
|
2022
Q1 | $164K | Buy |
3,592
+407
| +13% | +$18.6K | 0.04% | 271 |
|
|
2021
Q4 | $172K | Buy |
+3,185
| New | +$172K | 0.05% | 244 |
|