J.P. Morgan Private Wealth Advisors’s Unilever UL Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$10.2M	Buy	+207,016	New	+$10.2M	0.03%	373
2023 Q2	–	Sell	-284,672	Closed	-$14.8M	–	1893
2023 Q1	$14.8M	Buy	284,672 +17,084	+6%	+$887K	0.03%	355
2022 Q4	$13.5M	Buy	267,588 +3,894	+1%	+$196K	0.03%	369
2022 Q3	$11.6M	Sell	263,694 -50,034	-16%	-$2.19M	0.03%	365
2022 Q2	$14.4M	Sell	313,728 -11,485	-4%	-$526K	0.04%	335
2022 Q1	$14.8M	Buy	325,213 +11,912	+4%	+$543K	0.03%	366
2021 Q4	$16.9M	Sell	313,301 -11,494	-4%	-$618K	0.04%	350
2021 Q3	$17.6M	Buy	324,795 +33,436	+11%	+$1.81M	0.04%	329
2021 Q2	$17M	Buy	291,359 +53,525	+23%	+$3.13M	0.04%	338
2021 Q1	$13.3M	Sell	237,834 -62,793	-21%	-$3.51M	0.04%	337
2020 Q4	$18.1M	Buy	300,627 +90,284	+43%	+$5.45M	0.06%	275
2020 Q3	$13M	Buy	210,343 +32,008	+18%	+$1.97M	0.05%	283
2020 Q2	$9.79M	Buy	178,335 +18,649	+12%	+$1.02M	0.04%	289
2020 Q1	$8.08M	Buy	159,686 +26,969	+20%	+$1.36M	0.05%	292
2019 Q4	$7.59M	Buy	132,717 +8,119	+7%	+$464K	0.03%	350
2019 Q3	$7.49M	Buy	124,598 +15,170	+14%	+$912K	0.04%	335
2019 Q2	$6.78M	Sell	109,428 -5,719	-5%	-$354K	0.04%	331
2019 Q1	$6.65M	Buy	115,147 +11,879	+12%	+$686K	0.03%	342
2018 Q4	$5.4M	Sell	103,268 -49,160	-32%	-$2.57M	0.03%	351
2018 Q3	$8.38M	Buy	152,428 +3,786	+3%	+$208K	0.04%	334
2018 Q2	$8.22M	Buy	148,642 +1,008	+0.7%	+$55.7K	0.05%	307
2018 Q1	$8.2M	Buy	147,634 +36,520	+33%	+$2.03M	0.06%	258
2017 Q4	$6.15M	Sell	111,114 -3,879	-3%	-$215K	0.04%	301
2017 Q3	$6.67M	Sell	114,993 -98	-0.1%	-$5.68K	0.05%	273
2017 Q2	$6.23M	Sell	115,091 -12,010	-9%	-$650K	0.05%	274
2017 Q1	$6.27M	Sell	127,101 -27,683	-18%	-$1.37M	0.05%	277
2016 Q4	$6.3M	Sell	154,784 -128,097	-45%	-$5.21M	0.05%	251
2016 Q3	$13.4M	Sell	282,881 -12,529	-4%	-$594K	0.12%	169
2016 Q2	$14.2M	Sell	295,410 -4,090	-1%	-$196K	0.14%	149
2016 Q1	$13.5M	Buy	299,500 +86,719	+41%	+$3.92M	0.13%	148
2015 Q4	$9.18M	Buy	212,781 +168,581	+381%	+$7.27M	0.09%	185
2015 Q3	$1.8M	Sell	44,200 -83	-0.2%	-$3.39K	0.02%	353
2015 Q2	$1.9M	Buy	44,283 +8,079	+22%	+$347K	0.02%	375
2015 Q1	$1.51M	Buy	36,204 +630	+2%	+$26.3K	0.02%	434
2014 Q4	$1.44M	Buy	35,574 +2,035	+6%	+$82.4K	0.02%	445
2014 Q3	$1.41M	Buy	33,539 +4,471	+15%	+$187K	0.02%	433
2014 Q2	$1.32M	Buy	29,068 +3,787	+15%	+$172K	0.02%	355
2014 Q1	$1.08M	Buy	25,281 +8,571	+51%	+$367K	0.02%	387
2013 Q4	$688K	Buy	16,710 +950	+6%	+$39.1K	0.01%	403
2013 Q3	$608K	Sell	15,760 -630	-4%	-$24.3K	0.01%	397
2013 Q2	$663K	Buy	+16,390	New	+$663K	0.02%	377