Wealthspire Advisors (New York)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
12,033
+90
| +0.8% | +$5.51K | ﹤0.01% | 446 |
|
|
2025
Q1 | $711K | Sell |
11,943
-2,679
| -18% | -$160K | ﹤0.01% | 449 |
|
|
2024
Q4 | $829K | Buy |
14,622
+642
| +5% | +$36.4K | 0.01% | 410 |
|
|
2024
Q3 | $908K | Sell |
13,980
-1,170
| -8% | -$76K | 0.01% | 390 |
|
|
2024
Q2 | $833K | Buy |
15,150
+334
| +2% | +$18.4K | 0.01% | 346 |
|
|
2024
Q1 | $744K | Buy |
14,816
+448
| +3% | +$22.5K | 0.01% | 357 |
|
|
2023
Q4 | $697K | Sell |
14,368
-711
| -5% | -$34.5K | 0.01% | 368 |
|
|
2023
Q3 | $745K | Buy |
15,079
+5,091
| +51% | +$251K | 0.01% | 329 |
|
|
2023
Q2 | $521K | Sell |
9,988
-138
| -1% | -$7.19K | 0.01% | 354 |
|
|
2023
Q1 | $526K | Sell |
10,126
-4,279
| -30% | -$222K | 0.01% | 346 |
|
|
2022
Q4 | $725K | Buy |
14,405
+3,971
| +38% | +$200K | 0.01% | 312 |
|
|
2022
Q3 | $457K | Sell |
10,434
-501
| -5% | -$21.9K | 0.01% | 349 |
|
|
2022
Q2 | $501K | Buy |
+10,935
| New | +$501K | 0.01% | 315 |
|
|
2022
Q1 | – | Sell |
-5,015
| Closed | -$270K | – | 547 |
|
|
2021
Q4 | $270K | Sell |
5,015
-3,698
| -42% | -$199K | 0.01% | 441 |
|
|
2021
Q3 | $472K | Buy |
+8,713
| New | +$472K | 0.01% | 369 |
|
|
2021
Q2 | – | Sell |
-6,969
| Closed | -$389K | – | 648 |
|
|
2021
Q1 | $389K | Buy |
6,969
+2,353
| +51% | +$131K | 0.01% | 468 |
|
|
2020
Q4 | $279K | Buy |
4,616
+521
| +13% | +$31.5K | 0.01% | 459 |
|
|
2020
Q3 | $253K | Buy |
+4,095
| New | +$253K | 0.02% | 258 |
|
|
2020
Q2 | – | Sell |
-7,439
| Closed | -$376K | – | 513 |
|
|
2020
Q1 | $376K | Buy |
+7,439
| New | +$376K | 0.02% | 341 |
|
|
2019
Q1 | – | Sell |
-625
| Closed | -$33K | – | 746 |
|
|
2018
Q4 | $33K | Buy |
+625
| New | +$33K | ﹤0.01% | 244 |
|