Live Oak Private Wealth’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 | $238K | Sell |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $6.18M | Sell |
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|
2024
Q1 | $6.12M | Sell |
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|
2023
Q4 | $5.96M | Sell |
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|
2023
Q3 | $6.16M | Buy |
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|
2023
Q2 | $6.49M | Sell |
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|
2023
Q1 | $6.48M | Buy |
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|
2022
Q4 | $6.03M | Buy |
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|
2022
Q3 | $4.53M | Buy |
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|
2022
Q2 | $4.6M | Buy |
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|
2022
Q1 | $4.29M | Buy |
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|
2021
Q4 | $4.52M | Buy |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $3.53M | Buy |
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|
2021
Q1 | $3.17M | Buy |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.41M | Buy |
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