Waldron Private Wealth’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 | $863K | Sell |
15,147
-630
| -4% | -$42.2K | 0.03% | 160 |
|
|
2025
Q4 | $1.03M | Sell |
15,777
-4
| -0% | -$269 | 0.04% | 140 |
|
|
2025
Q3 | $1.05M | Hold |
15,781
| – | – | 0.04% | 138 |
|
|
2025
Q2 | $1.09M | Sell |
15,781
-671
| -4% | -$47.1K | 0.05% | 127 |
|
|
2025
Q1 | $1.1M | Sell |
16,452
-3,144
| -16% | -$203K | 0.05% | 119 |
|
|
2024
Q4 | $1.25M | Sell |
19,596
-502
| -2% | -$33.9K | 0.05% | 142 |
|
|
2024
Q3 | $1.47M | Buy |
20,098
+2,435
| +14% | +$168K | 0.06% | 126 |
|
|
2024
Q2 | $1.09M | Sell |
17,663
-1,392
| -7% | -$82.3K | 0.05% | 150 |
|
|
2024
Q1 | $1.08M | Buy |
19,055
+199
| +1% | +$11K | 0.05% | 154 |
|
|
2023
Q4 | $1.03M | Buy |
18,856
+332
| +2% | +$17.9K | 0.05% | 151 |
|
|
2023
Q3 | $1.03M | Sell |
18,524
-317
| -2% | -$18.3K | 0.05% | 149 |
|
|
2023
Q2 | $1.1M | Buy |
18,841
+258
| +1% | +$15.3K | 0.06% | 142 |
|
|
2023
Q1 | $1.09M | Sell |
18,583
-765
| -4% | -$43.5K | 0.05% | 156 |
|
|
2022
Q4 | $954K | Hold |
19,348
| – | – | 0.06% | 162 |
|
|
2022
Q3 | $954K | Buy |
19,348
+231
| +1% | +$12.1K | 0.06% | 162 |
|
|
2022
Q2 | $985K | Buy |
19,117
+120
| +0.6% | +$6.11K | 0.06% | 169 |
|
|
2022
Q1 | $973K | Buy |
18,997
+53
| +0.3% | +$2.95K | 0.05% | 186 |
|
|
2021
Q4 | $1.15M | Buy |
18,944
+410
| +2% | +$24.4K | 0.06% | 160 |
|
|
2021
Q3 | $1.13M | Buy |
18,534
+442
| +2% | +$28.2K | 0.07% | 139 |
|
|
2021
Q2 | $1.19M | Sell |
18,092
-339
| -2% | -$22.5K | 0.08% | 126 |
|
|
2021
Q1 | $1.16M | Buy |
18,431
+319
| +2% | +$20.3K | 0.08% | 117 |
|
|
2020
Q4 | $1.23M | Buy |
18,112
+4,290
| +31% | +$291K | 0.09% | 113 |
|
|
2020
Q3 | $959K | Hold |
13,822
| – | – | 0.08% | 119 |
|
|
2020
Q2 | $853K | Sell |
13,822
-35,556
| -72% | -$2.12M | 0.08% | 116 |
|
|
2020
Q1 | $2.81M | Hold |
49,378
| – | – | 0.3% | 60 |
|
|
2019
Q4 | $3.17M | Hold |
49,378
| – | – | 0.28% | 54 |
|
|
2019
Q3 | $3.34M | Buy |
+49,378
| New | +$3.42M | 0.34% | 52 |
|
|
2016
Q1 | – | Sell |
-6,207
| Closed | -$301K | – | 178 |
|
|
2015
Q4 | $301K | Buy |
+6,207
| New | +$303K | 0.11% | 105 |
|
Other funds holding UL
