Moneta Group Investment Advisors’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 | $370K | Buy |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $268K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $36K | Sell |
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|
2019
Q3 | $45K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $50K | Buy |
|