Waverly 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 | $8.21M | Sell |
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|
2025
Q1 | $8.34M | Sell |
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|
2024
Q4 | $9.02M | Buy |
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|
2024
Q3 | $9.88M | Sell |
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|
2024
Q2 | $9.45M | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $4K | Buy |
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