RSWM
Robertson Stephens Wealth Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
5,272
-11,716
| -69% | -$717K | 0.01% | 440 |
|
|
2025
Q1 | $1.01M | Buy |
16,988
+470
| +3% | +$28K | 0.03% | 264 |
|
|
2024
Q4 | $937K | Buy |
16,518
+359
| +2% | +$20.4K | 0.03% | 264 |
|
|
2024
Q3 | $1.05M | Buy |
16,159
+1,436
| +10% | +$93.3K | 0.04% | 272 |
|
|
2024
Q2 | $810K | Buy |
14,723
+2,202
| +18% | +$121K | 0.04% | 256 |
|
|
2024
Q1 | $628K | Sell |
12,521
-204
| -2% | -$10.2K | 0.03% | 302 |
|
|
2023
Q4 | $617K | Buy |
12,725
+903
| +8% | +$43.8K | 0.04% | 275 |
|
|
2023
Q3 | $584K | Sell |
11,822
-16
| -0.1% | -$790 | 0.04% | 283 |
|
|
2023
Q2 | $617K | Sell |
11,838
-600
| -5% | -$31.3K | 0.04% | 252 |
|
|
2023
Q1 | $646K | Buy |
12,438
+648
| +5% | +$33.7K | 0.05% | 261 |
|
|
2022
Q4 | $594K | Sell |
11,790
-14
| -0.1% | -$705 | 0.06% | 239 |
|
|
2022
Q3 | $517K | Sell |
11,804
-1,094
| -8% | -$47.9K | 0.05% | 215 |
|
|
2022
Q2 | $591K | Sell |
12,898
-1,381
| -10% | -$63.3K | 0.06% | 221 |
|
|
2022
Q1 | $650K | Sell |
14,279
-5,120
| -26% | -$233K | 0.05% | 226 |
|
|
2021
Q4 | $1.04M | Buy |
19,399
+5,816
| +43% | +$313K | 0.09% | 177 |
|
|
2021
Q3 | $736K | Sell |
13,583
-410
| -3% | -$22.2K | 0.08% | 151 |
|
|
2021
Q2 | $818K | Sell |
13,993
-38
| -0.3% | -$2.22K | 0.1% | 151 |
|
|
2021
Q1 | $783K | Buy |
+14,031
| New | +$783K | 0.13% | 126 |
|