WA
Waverly Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21M | Sell |
134,151
-5,816
| -4% | -$356K | 0.09% | 218 |
|
|
2025
Q1 | $8.34M | Sell |
139,967
-19,149
| -12% | -$1.14M | 0.1% | 205 |
|
|
2024
Q4 | $9.02M | Buy |
159,116
+7,015
| +5% | +$398K | 0.14% | 155 |
|
|
2024
Q3 | $9.88M | Sell |
152,101
-19,742
| -11% | -$1.28M | 0.18% | 119 |
|
|
2024
Q2 | $9.45M | Buy |
171,843
+165,697
| +2,696% | +$9.11M | 0.19% | 112 |
|
|
2024
Q1 | $308K | Buy |
+6,146
| New | +$308K | 0.01% | 562 |
|
|
2015
Q4 | – | Sell |
-92
| Closed | -$4K | – | 378 |
|
|
2015
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 392 |
|
|
2015
Q2 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 324 |
|
|
2014
Q1 | – | Sell |
-92
| Closed | -$4K | – | 825 |
|
|
2013
Q4 | $4K | Hold |
92
| – | – | ﹤0.01% | 718 |
|
|
2013
Q3 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 513 |
|