Moneta Group Investment Advisors’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
5,383
+345
| +7% | +$21.1K | ﹤0.01% | 537 |
|
|
2025
Q1 | $300K | Buy |
5,038
+532
| +12% | +$31.7K | ﹤0.01% | 526 |
|
|
2024
Q4 | $255K | Buy |
4,506
+383
| +9% | +$21.7K | ﹤0.01% | 578 |
|
|
2024
Q3 | $268K | Buy |
+4,123
| New | +$268K | ﹤0.01% | 549 |
|
|
2023
Q3 | – | Sell |
-4,485
| Closed | -$234K | – | 560 |
|
|
2023
Q2 | $234K | Buy |
+4,485
| New | +$234K | 0.01% | 474 |
|
|
2020
Q1 | – | Sell |
-630
| Closed | -$36K | – | 294 |
|
|
2019
Q4 | $36K | Sell |
630
-119
| -16% | -$6.8K | ﹤0.01% | 264 |
|
|
2019
Q3 | $45K | Buy |
+749
| New | +$45K | ﹤0.01% | 261 |
|
|
2015
Q4 | – | Sell |
-1,233
| Closed | -$50K | – | 397 |
|
|
2015
Q3 | $50K | Buy |
+1,233
| New | +$50K | 0.01% | 230 |
|