Principle Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $550K | Hold |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $694K | Sell |
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|
2022
Q4 | $727K | Sell |
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|
2022
Q3 | $686 | Sell |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $940K | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.29M | Sell |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $2.12M | Sell |
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|
2020
Q4 | $2.3M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $52K | Buy |
|