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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $457K | Sell |
8,015
-347
| -4% | -$23.3K | 0.03% | 251 |
|
|
2025
Q4 | $547K | Buy |
8,362
+342
| +4% | +$23K | 0.03% | 232 |
|
|
2025
Q3 | $535K | Hold |
8,020
| – | – | 0.03% | 230 |
|
|
2025
Q2 | $552K | Buy |
8,020
+132
| +2% | +$9.26K | 0.03% | 224 |
|
|
2025
Q1 | $528K | Hold |
7,888
| – | – | 0.04% | 218 |
|
|
2024
Q4 | $503K | Buy |
7,888
+360
| +5% | +$24.3K | 0.04% | 220 |
|
|
2024
Q3 | $550K | Hold |
7,528
| – | – | 0.04% | 215 |
|
|
2024
Q2 | $466K | Sell |
7,528
-1,755
| -19% | -$104K | 0.04% | 228 |
|
|
2024
Q1 | $524K | Hold |
9,283
| – | – | 0.04% | 217 |
|
|
2023
Q4 | $506K | Sell |
9,283
-465
| -5% | -$25.1K | 0.04% | 210 |
|
|
2023
Q3 | $542K | Sell |
9,748
-622
| -6% | -$36K | 0.05% | 193 |
|
|
2023
Q2 | $608K | Sell |
10,370
-1,511
| -13% | -$89.7K | 0.06% | 181 |
|
|
2023
Q1 | $694K | Sell |
11,881
-960
| -7% | -$54.5K | 0.07% | 165 |
|
|
2022
Q4 | $727K | Sell |
12,841
-1,078
| -8% | -$57.7K | 0.08% | 158 |
|
|
2022
Q3 | $686 | Sell |
13,919
-2,365
| -15% | -$124K | 0.06% | 155 |
|
|
2022
Q2 | $840K | Sell |
16,284
-2,061
| -11% | -$105K | 0.1% | 149 |
|
|
2022
Q1 | $940K | Sell |
18,345
-812
| -4% | -$45.2K | 0.1% | 144 |
|
|
2021
Q4 | $1.16M | Sell |
19,157
-1,930
| -9% | -$115K | 0.12% | 125 |
|
|
2021
Q3 | $1.29M | Sell |
21,087
-3,447
| -14% | -$220K | 0.15% | 114 |
|
|
2021
Q2 | $1.61M | Sell |
24,534
-9,262
| -27% | -$616K | 0.18% | 102 |
|
|
2021
Q1 | $2.12M | Sell |
33,796
-29
| -0.1% | -$1.85K | 0.25% | 84 |
|
|
2020
Q4 | $2.3M | Buy |
+33,825
| New | +$2.29M | 0.3% | 69 |
|
|
2020
Q3 | – | Sell |
-844
| Closed | -$52K | – | 406 |
|
|
2020
Q2 | $52K | Buy |
+844
| New | +$50.4K | 0.02% | 271 |
|
Other funds holding UL
