SVB Wealth’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+3,576
| New | +$219K | 0.01% | 400 |
|
|
2025
Q1 | – | Sell |
-7,276
| Closed | -$413K | – | 1781 |
|
|
2024
Q4 | $413K | Buy |
+7,276
| New | +$413K | 0.01% | 473 |
|
|
2024
Q3 | – | Sell |
-7,010
| Closed | -$385K | – | 573 |
|
|
2024
Q2 | $385K | Sell |
7,010
-2,291
| -25% | -$126K | 0.01% | 484 |
|
|
2024
Q1 | $467K | Sell |
9,301
-1,468
| -14% | -$73.7K | 0.01% | 496 |
|
|
2023
Q4 | $522K | Sell |
10,769
-1,694
| -14% | -$82.1K | 0.01% | 463 |
|
|
2023
Q3 | $616K | Sell |
12,463
-183
| -1% | -$9.04K | 0.01% | 407 |
|
|
2023
Q2 | $659K | Sell |
12,646
-1,215
| -9% | -$63.3K | 0.01% | 418 |
|
|
2023
Q1 | $720K | Sell |
13,861
-2,053
| -13% | -$107K | 0.01% | 449 |
|
|
2022
Q4 | $801K | Sell |
15,914
-860
| -5% | -$43.3K | 0.01% | 446 |
|
|
2022
Q3 | $735K | Buy |
16,774
+8,961
| +115% | +$393K | 0.01% | 432 |
|
|
2022
Q2 | $358K | Buy |
7,813
+3,339
| +75% | +$153K | 0.01% | 513 |
|
|
2022
Q1 | $204K | Sell |
4,474
-674
| -13% | -$30.7K | ﹤0.01% | 698 |
|
|
2021
Q4 | $277K | Sell |
5,148
-2,230
| -30% | -$120K | ﹤0.01% | 608 |
|
|
2021
Q3 | $401K | Sell |
7,378
-733
| -9% | -$39.8K | 0.01% | 676 |
|
|
2021
Q2 | $474K | Sell |
8,111
-4,933
| -38% | -$288K | 0.01% | 596 |
|
|
2021
Q1 | $729K | Buy |
13,044
+532
| +4% | +$29.7K | 0.01% | 427 |
|
|
2020
Q4 | $755K | Buy |
12,512
+8,518
| +213% | +$514K | 0.01% | 378 |
|
|
2020
Q3 | $247K | Sell |
3,994
-430
| -10% | -$26.6K | ﹤0.01% | 570 |
|
|
2020
Q2 | $243K | Buy |
4,424
+100
| +2% | +$5.49K | ﹤0.01% | 501 |
|
|
2020
Q1 | $219K | Sell |
4,324
-172
| -4% | -$8.71K | 0.01% | 450 |
|
|
2019
Q4 | $257K | Sell |
4,496
-461
| -9% | -$26.4K | ﹤0.01% | 525 |
|
|
2019
Q3 | $298K | Buy |
4,957
+575
| +13% | +$34.6K | 0.01% | 435 |
|
|
2019
Q2 | $272K | Sell |
4,382
-101
| -2% | -$6.27K | 0.01% | 451 |
|
|
2019
Q1 | $259K | Sell |
4,483
-3,488
| -44% | -$202K | 0.01% | 354 |
|
|
2018
Q4 | $417K | Sell |
7,971
-340
| -4% | -$17.8K | 0.02% | 309 |
|
|
2018
Q3 | $457K | Sell |
8,311
-1,126
| -12% | -$61.9K | 0.02% | 342 |
|
|
2018
Q2 | $522K | Sell |
9,437
-2,195
| -19% | -$121K | 0.02% | 325 |
|
|
2018
Q1 | $646K | Sell |
11,632
-6,610
| -36% | -$367K | 0.02% | 320 |
|
|
2017
Q4 | $1.01M | Sell |
18,242
-2,580
| -12% | -$143K | 0.04% | 257 |
|
|
2017
Q3 | $1.21M | Sell |
20,822
-7,017
| -25% | -$407K | 0.05% | 234 |
|
|
2017
Q2 | $1.51M | Sell |
27,839
-18,244
| -40% | -$988K | 0.06% | 212 |
|
|
2017
Q1 | $2.27M | Sell |
46,083
-145,604
| -76% | -$7.18M | 0.09% | 177 |
|
|
2016
Q4 | $7.8M | Buy |
191,687
+28,725
| +18% | +$1.17M | 0.32% | 90 |
|
|
2016
Q3 | $7.72M | Buy |
162,962
+19,251
| +13% | +$912K | 0.31% | 89 |
|
|
2016
Q2 | $6.89M | Buy |
143,711
+22,353
| +18% | +$1.07M | 0.28% | 97 |
|
|
2016
Q1 | $5.48M | Buy |
121,358
+4,485
| +4% | +$203K | 0.22% | 108 |
|
|
2015
Q4 | $5.04M | Sell |
116,873
-15,459
| -12% | -$667K | 0.2% | 119 |
|
|
2015
Q3 | $5.4M | Sell |
132,332
-23,330
| -15% | -$951K | 0.21% | 120 |
|
|
2015
Q2 | $6.69M | Sell |
155,662
-1,904
| -1% | -$81.8K | 0.22% | 115 |
|
|
2015
Q1 | $6.57M | Buy |
157,566
+3,015
| +2% | +$126K | 0.21% | 121 |
|
|
2014
Q4 | $6.26M | Buy |
+154,551
| New | +$6.26M | 0.2% | 123 |
|