Integrated Wealth Concepts’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 | $904K | Sell |
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|
2025
Q1 | $887K | Sell |
|
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|
2024
Q4 | $910K | Buy |
|
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|
2024
Q3 | $766K | Sell |
|
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|
2024
Q2 | $696K | Sell |
|
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|
2024
Q1 | $705K | Sell |
|
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|
2023
Q4 | $771K | Sell |
|
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|
2023
Q3 | $1.02M | Sell |
|
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|
2023
Q2 | $1.11M | Sell |
|
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|
2023
Q1 | $1.12M | Sell |
|
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|
2022
Q4 | $2.65M | Buy |
|
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|
2022
Q3 | $2.17M | Sell |
|
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|
2022
Q2 | $2.58M | Buy |
|
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|
2022
Q1 | $2.35M | Buy |
|
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|
2021
Q4 | $2.05M | Buy |
|
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|
2021
Q3 | $1.8M | Buy |
|
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|
2021
Q2 | $1.78M | Buy |
|
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|
2021
Q1 | $1.59M | Buy |
|
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|
2020
Q4 | $1.32M | Buy |
|