Marcum Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $669K | Buy |
11,230
+752
| +7% | +$44.8K | 0.06% | 156 |
|
|
2024
Q4 | $594K | Buy |
10,478
+2,089
| +25% | +$118K | 0.05% | 170 |
|
|
2024
Q3 | $545K | Sell |
8,389
-711
| -8% | -$46.2K | 0.05% | 184 |
|
|
2024
Q2 | $500K | Sell |
9,100
-493
| -5% | -$27.1K | 0.05% | 190 |
|
|
2024
Q1 | $481K | Buy |
9,593
+1,189
| +14% | +$59.7K | 0.05% | 198 |
|
|
2023
Q4 | $407K | Sell |
8,404
-5,108
| -38% | -$248K | 0.04% | 207 |
|
|
2023
Q3 | $667K | Buy |
13,512
+471
| +4% | +$23.3K | 0.08% | 132 |
|
|
2023
Q2 | $680K | Buy |
13,041
+256
| +2% | +$13.3K | 0.08% | 131 |
|
|
2023
Q1 | $664K | Buy |
12,785
+341
| +3% | +$17.7K | 0.08% | 139 |
|
|
2022
Q4 | $627K | Sell |
12,444
-1,332
| -10% | -$67.1K | 0.08% | 139 |
|
|
2022
Q3 | $604K | Buy |
13,776
+423
| +3% | +$18.5K | 0.09% | 138 |
|
|
2022
Q2 | $612K | Buy |
13,353
+2,228
| +20% | +$102K | 0.09% | 134 |
|
|
2022
Q1 | $507K | Sell |
11,125
-942
| -8% | -$42.9K | 0.07% | 154 |
|
|
2021
Q4 | $649K | Sell |
12,067
-2,874
| -19% | -$155K | 0.09% | 146 |
|
|
2021
Q3 | $810K | Buy |
14,941
+659
| +5% | +$35.7K | 0.13% | 115 |
|
|
2021
Q2 | $835K | Sell |
14,282
-87
| -0.6% | -$5.09K | 0.14% | 110 |
|
|
2021
Q1 | $802K | Buy |
+14,369
| New | +$802K | 0.13% | 111 |
|