Williams Jones Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
8,613
-156
| -2% | -$9.54K | 0.01% | 340 |
|
|
2025
Q1 | $522K | Sell |
8,769
-500
| -5% | -$29.8K | 0.01% | 331 |
|
|
2024
Q4 | $526K | Buy |
9,269
+500
| +6% | +$28.4K | 0.01% | 336 |
|
|
2024
Q3 | $570K | Hold |
8,769
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $482K | Sell |
8,769
-700
| -7% | -$38.5K | 0.01% | 355 |
|
|
2024
Q1 | $475K | Buy |
9,469
+640
| +7% | +$32.1K | 0.01% | 364 |
|
|
2023
Q4 | $428K | Sell |
8,829
-471
| -5% | -$22.8K | 0.01% | 369 |
|
|
2023
Q3 | $459K | Buy |
9,300
+426
| +5% | +$21K | 0.01% | 352 |
|
|
2023
Q2 | $463K | Sell |
8,874
-987
| -10% | -$51.5K | 0.01% | 363 |
|
|
2023
Q1 | $512K | Sell |
9,861
-151
| -2% | -$7.84K | 0.01% | 367 |
|
|
2022
Q4 | $504K | Buy |
10,012
+303
| +3% | +$15.3K | 0.01% | 355 |
|
|
2022
Q3 | $426K | Sell |
9,709
-827
| -8% | -$36.3K | 0.01% | 379 |
|
|
2022
Q2 | $483K | Buy |
+10,536
| New | +$483K | 0.01% | 365 |
|
|
2021
Q3 | – | Sell |
-9,434
| Closed | -$552K | – | 515 |
|
|
2021
Q2 | $552K | Sell |
9,434
-5,552
| -37% | -$325K | 0.01% | 308 |
|
|
2021
Q1 | $837K | Sell |
14,986
-1,585
| -10% | -$88.5K | 0.01% | 258 |
|
|
2020
Q4 | $1M | Buy |
+16,571
| New | +$1M | 0.02% | 226 |
|