Laird Norton Wetherby Wealth Management’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 | $2.75M | Sell |
41,219
-1,757
| -4% | -$121K | 0.11% | 172 |
|
|
2025
Q2 | $2.96M | Buy |
+42,976
| New | +$3.02M | 0.13% | 151 |
|
|
2024
Q4 | $2.73M | Sell |
42,757
-2,815
| -6% | -$190K | 0.13% | 146 |
|
|
2024
Q3 | $3.33M | Sell |
45,572
-626
| -1% | -$43.3K | 0.15% | 120 |
|
|
2024
Q2 | $2.86M | Sell |
46,198
-1,584
| -3% | -$93.6K | 0.13% | 145 |
|
|
2024
Q1 | $2.7M | Sell |
47,782
-1,084
| -2% | -$60.1K | 0.13% | 156 |
|
|
2023
Q4 | $2.67M | Sell |
48,866
-4,922
| -9% | -$266K | 0.14% | 144 |
|
|
2023
Q3 | $2.99M | Sell |
53,788
-3,516
| -6% | -$203K | 0.17% | 117 |
|
|
2023
Q2 | $3.36M | Sell |
57,304
-1,979
| -3% | -$118K | 0.18% | 105 |
|
|
2023
Q1 | $3.46M | Sell |
59,283
-4,937
| -8% | -$280K | 0.2% | 98 |
|
|
2022
Q4 | $3.64M | Buy |
64,220
+3,113
| +5% | +$167K | 0.23% | 87 |
|
|
2022
Q3 | $3.01M | Buy |
61,107
+5,329
| +10% | +$278K | 0.21% | 89 |
|
|
2022
Q2 | $2.88M | Buy |
55,778
+16,315
| +41% | +$831K | 0.2% | 96 |
|
|
2022
Q1 | $2.02M | Sell |
39,463
-7,514
| -16% | -$418K | 0.12% | 166 |
|
|
2021
Q4 | $2.84M | Buy |
46,977
+1,317
| +3% | +$78.2K | 0.16% | 113 |
|
|
2021
Q3 | $2.79M | Buy |
45,660
+27
| +0.1% | +$1.72K | 0.17% | 112 |
|
|
2021
Q2 | $3M | Buy |
45,633
+8,085
| +22% | +$538K | 0.18% | 103 |
|
|
2021
Q1 | $2.36M | Sell |
37,548
-4,150
| -10% | -$264K | 0.18% | 109 |
|
|
2020
Q4 | $2.83M | Buy |
41,698
+36,919
| +773% | +$2.5M | 0.19% | 97 |
|
|
2020
Q3 | $332K | Sell |
4,779
-863
| -15% | -$57.6K | 0.03% | 494 |
|
|
2020
Q2 | $348K | Sell |
5,642
-62
| -1% | -$3.71K | 0.03% | 459 |
|
|
2020
Q1 | $324K | Buy |
5,704
+892
| +19% | +$56K | 0.04% | 431 |
|
|
2019
Q4 | $309K | Sell |
4,812
-744
| -13% | -$49.4K | 0.03% | 530 |
|
|
2019
Q3 | $375K | Sell |
5,556
-26
| -0.5% | -$1.8K | 0.04% | 478 |
|
|
2019
Q2 | $389K | Sell |
5,582
-18
| -0.3% | -$1.22K | 0.04% | 464 |
|
|
2019
Q1 | $363K | Sell |
5,600
-447
| -7% | -$27.2K | 0.05% | 451 |
|
|
2018
Q4 | $355K | Sell |
6,047
-142
| -2% | -$8.56K | 0.05% | 415 |
|
|
2018
Q3 | $383K | Hold |
6,189
| – | – | 0.05% | 432 |
|
|
2018
Q2 | $385K | Hold |
6,189
| – | – | 0.05% | 408 |
|
|
2018
Q1 | $387K | Sell |
6,189
-265
| -4% | -$16.1K | 0.05% | 419 |
|
|
2017
Q4 | $402K | Buy |
6,454
+116
| +2% | +$7.35K | 0.06% | 405 |
|
|
2017
Q3 | $413K | Hold |
6,338
| – | – | 0.06% | 382 |
|
|
2017
Q2 | $386K | Hold |
6,338
| – | – | 0.07% | 367 |
|
|
2017
Q1 | $352K | Buy |
6,338
+51
| +0.8% | +$2.58K | 0.06% | 378 |
|
|
2016
Q4 | $288K | Buy |
6,287
+312
| +5% | +$14.5K | 0.06% | 414 |
|
|
2016
Q3 | $319K | Buy |
5,975
+1,591
| +36% | +$84K | 0.06% | 369 |
|
|
2016
Q2 | $237K | Sell |
4,384
-45
| -1% | -$2.31K | 0.05% | 417 |
|
|
2016
Q1 | $225K | Sell |
4,429
-1,421
| -24% | -$69.1K | 0.05% | 404 |
|
|
2015
Q4 | $284K | Hold |
5,850
| – | – | 0.07% | 332 |
|
|
2015
Q3 | $269K | Buy |
5,850
+126
| +2% | +$6.03K | 0.07% | 334 |
|
|
2015
Q2 | $277K | Hold |
5,724
| – | – | 0.07% | 346 |
|
|
2015
Q1 | $269K | Hold |
5,724
| – | – | 0.07% | 347 |
|
|
2014
Q4 | $261K | Sell |
5,724
-80
| -1% | -$3.67K | 0.07% | 344 |
|
|
2014
Q3 | $274K | Buy |
5,804
+49
| +0.9% | +$2.42K | 0.08% | 318 |
|
|
2014
Q2 | $293K | Sell |
5,755
-1,388
| -19% | -$69.6K | 0.08% | 304 |
|
|
2014
Q1 | $344K | Hold |
7,143
| – | – | 0.1% | 270 |
|
|
2013
Q4 | $331K | Buy |
7,143
+564
| +9% | +$25.2K | 0.09% | 268 |
|
|
2013
Q3 | $285K | Buy |
6,579
+899
| +16% | +$40.8K | 0.09% | 280 |
|
|
2013
Q2 | $259K | Buy |
+5,680
| New | +$270K | 0.09% | 274 |
|
Other funds holding UL
