Exencial 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
Q2 | $3.84M | Buy |
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|
2025
Q1 | $3.7M | Buy |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $4.53M | Sell |
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|
2024
Q2 | $3.88M | Sell |
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|
2024
Q1 | $3.79M | Sell |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $4.22M | Sell |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $4.7M | Sell |
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|
2022
Q4 | $4.79M | Sell |
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|
2022
Q3 | $4.3M | Sell |
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|
2022
Q2 | $4.72M | Buy |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.34M | Buy |
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|
2021
Q2 | $2.34M | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.29M | Sell |
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|
2019
Q4 | $4.82M | Buy |
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|
2019
Q3 | $4.84M | Buy |
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|
2019
Q2 | $4.99M | Sell |
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|
2019
Q1 | $4.76M | Sell |
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|
2018
Q4 | $4.47M | Buy |
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|
2018
Q3 | $4.57M | Buy |
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|
2018
Q2 | $4.53M | Buy |
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|
2018
Q1 | $4.47M | Sell |
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|
2017
Q4 | $4.52M | Sell |
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|
2017
Q3 | $4.79M | Buy |
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|
2017
Q2 | $4.47M | Sell |
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|
2017
Q1 | $4.15M | Sell |
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|
2016
Q4 | $3.49M | Buy |
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|
2016
Q3 | $3.49M | Buy |
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|
2016
Q2 | $3.94M | Sell |
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|
2016
Q1 | $3.73M | Sell |
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|
2015
Q4 | $3.43M | Sell |
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|
2015
Q3 | $3.47M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.71M | Buy |
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|
2014
Q4 | $3.13M | Buy |
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|
2014
Q3 | $3.06M | Sell |
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|
2014
Q2 | $3.33M | Sell |
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|
2014
Q1 | $3.41M | Sell |
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|
2013
Q4 | $3.23M | Sell |
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|
2013
Q3 | $3.25M | Buy |
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|
2013
Q2 | $3.23M | Buy |
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