Williams Jones Wealth Management’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 | $527K | Sell |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $526K | Buy |
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|
2024
Q3 | $570K | Hold |
|
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|
2024
Q2 | $482K | Sell |
|
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|
2024
Q1 | $475K | Buy |
|
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $512K | Sell |
|
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $483K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $552K | Sell |
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|
2021
Q1 | $837K | Sell |
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|
2020
Q4 | $1M | Buy |
|