Summit Trail Advisors’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
$1.09M Buy
2024
Q4
Sell
2024
Q3
$1.03M Buy
2024
Q2
$821K Buy
2024
Q1
$287K Buy
2023
Q4
$253K Buy
2023
Q3
$222K Sell
2023
Q2
$506K Sell
2023
Q1
$548K Sell
2022
Q4
$544K Sell
2022
Q3
$479K Buy
2022
Q2
$478K Buy
2018
Q2
Sell
2018
Q1
$1.5M Buy
2017
Q4
$1.5M Buy