Robertson Stephens Wealth Management’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 | $322K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $937K | Buy |
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|
2024
Q3 | $1.05M | Buy |
|
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|
2024
Q2 | $810K | Buy |
|
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|
2024
Q1 | $628K | Sell |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $584K | Sell |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $646K | Buy |
|
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $591K | Sell |
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|
2022
Q1 | $650K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $736K | Sell |
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|
2021
Q2 | $818K | Sell |
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|
2021
Q1 | $783K | Buy |
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