Principle Wealth Partners’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
9,022
+148
| +2% | +$9.05K | 0.03% | 224 |
|
|
2025
Q1 | $528K | Hold |
8,874
| – | – | 0.04% | 218 |
|
|
2024
Q4 | $503K | Buy |
8,874
+405
| +5% | +$23K | 0.04% | 220 |
|
|
2024
Q3 | $550K | Hold |
8,469
| – | – | 0.04% | 215 |
|
|
2024
Q2 | $466K | Sell |
8,469
-1,974
| -19% | -$109K | 0.04% | 228 |
|
|
2024
Q1 | $524K | Hold |
10,443
| – | – | 0.04% | 217 |
|
|
2023
Q4 | $506K | Sell |
10,443
-523
| -5% | -$25.4K | 0.04% | 210 |
|
|
2023
Q3 | $542K | Sell |
10,966
-700
| -6% | -$34.6K | 0.05% | 193 |
|
|
2023
Q2 | $608K | Sell |
11,666
-1,700
| -13% | -$88.6K | 0.06% | 181 |
|
|
2023
Q1 | $694K | Sell |
13,366
-1,080
| -7% | -$56.1K | 0.07% | 165 |
|
|
2022
Q4 | $727K | Sell |
14,446
-1,213
| -8% | -$61.1K | 0.08% | 158 |
|
|
2022
Q3 | $686 | Sell |
15,659
-2,660
| -15% | -$117 | 0.06% | 155 |
|
|
2022
Q2 | $840K | Sell |
18,319
-2,319
| -11% | -$106K | 0.1% | 149 |
|
|
2022
Q1 | $940K | Sell |
20,638
-914
| -4% | -$41.6K | 0.1% | 144 |
|
|
2021
Q4 | $1.16M | Sell |
21,552
-2,171
| -9% | -$117K | 0.12% | 125 |
|
|
2021
Q3 | $1.29M | Sell |
23,723
-3,878
| -14% | -$210K | 0.15% | 114 |
|
|
2021
Q2 | $1.62M | Sell |
27,601
-10,419
| -27% | -$610K | 0.18% | 102 |
|
|
2021
Q1 | $2.12M | Sell |
38,020
-33
| -0.1% | -$1.84K | 0.25% | 84 |
|
|
2020
Q4 | $2.3M | Buy |
+38,053
| New | +$2.3M | 0.3% | 69 |
|
|
2020
Q3 | – | Sell |
-950
| Closed | -$52K | – | 406 |
|
|
2020
Q2 | $52K | Buy |
+950
| New | +$52K | 0.02% | 271 |
|