Wealthspire Advisors (New York)’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 | $736K | Buy |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $829K | Buy |
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|
2024
Q3 | $908K | Sell |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $744K | Buy |
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|
2023
Q4 | $697K | Sell |
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|
2023
Q3 | $745K | Buy |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $526K | Sell |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $501K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $33K | Buy |
|