MWM
Modera Wealth Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
221,637
-6,790
| -3% | -$415K | 0.17% | 108 |
|
|
2025
Q1 | $13.6M | Sell |
228,427
-8,203
| -3% | -$488K | 0.18% | 104 |
|
|
2024
Q4 | $13.4M | Sell |
236,630
-4,211
| -2% | -$239K | 0.16% | 102 |
|
|
2024
Q3 | $15.6M | Sell |
240,841
-712
| -0.3% | -$46.3K | 0.2% | 89 |
|
|
2024
Q2 | $13.3M | Sell |
241,553
-251
| -0.1% | -$13.8K | 0.2% | 93 |
|
|
2024
Q1 | $12.1M | Buy |
241,804
+3,816
| +2% | +$192K | 0.18% | 99 |
|
|
2023
Q4 | $11.5M | Buy |
237,988
+7,589
| +3% | +$368K | 0.19% | 97 |
|
|
2023
Q3 | $11.4M | Buy |
230,399
+35,257
| +18% | +$1.74M | 0.21% | 93 |
|
|
2023
Q2 | $10.2M | Buy |
+195,142
| New | +$10.2M | 0.18% | 101 |
|