A detailed history of Ep Wealth Advisors, LLC transactions in Unilever PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 15,649 shares of UL stock, worth $917,187. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,649
Previous 13,221 18.36%
Holding current value
$917,187
Previous $727,000 39.75%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$54.7 - $65.59 $132,811 - $159,252
2,428 Added 18.36%
15,649 $1.02 Million
Q2 2024

Aug 19, 2024

SELL
$46.47 - $56.38 $1,765 - $2,142
-38 Reduced 0.29%
13,221 $727,000
Q1 2024

May 14, 2024

BUY
$46.99 - $51.22 $138,150 - $150,586
2,940 Added 28.49%
13,259 $665,000
Q4 2023

Feb 28, 2024

SELL
$46.26 - $48.94 $48,526 - $51,338
-1,049 Reduced 9.23%
10,319 $500,000
Q3 2023

Nov 22, 2023

BUY
$48.8 - $54.19 $24,351 - $27,040
499 Added 4.59%
11,368 $561,000
Q2 2023

Aug 14, 2023

SELL
$49.84 - $55.56 $3.62 Million - $4.04 Million
-72,625 Reduced 86.98%
10,869 $566,000
Q1 2023

Jun 05, 2023

BUY
$48.68 - $51.98 $4.06 Million - $4.34 Million
83,494 New
83,494 $4.34 Million
Q4 2022

Jun 12, 2023

SELL
$43.24 - $51.51 $3.44 Million - $4.09 Million
-79,461 Reduced 95.17%
4,033 $203,000
Q2 2022

Aug 11, 2022

BUY
$43.05 - $48.33 $169,444 - $190,226
3,936 Added 59.52%
10,549 $483,000
Q1 2022

May 20, 2022

BUY
$43.71 - $54.29 $47,381 - $58,850
1,084 Added 19.61%
6,613 $301,000
Q4 2021

Feb 17, 2022

BUY
$50.61 - $54.21 $32,643 - $34,965
645 Added 13.21%
5,529 $297,000
Q3 2021

Nov 23, 2021

SELL
$53.95 - $60.15 $159,314 - $177,622
-2,953 Reduced 37.68%
4,884 $265,000
Q3 2021

Nov 16, 2021

BUY
$53.95 - $60.15 $129,156 - $143,999
2,394 Added 43.98%
7,837 $265,000
Q2 2021

Aug 24, 2021

BUY
$55.86 - $61.05 $96,470 - $105,433
1,727 Added 46.47%
5,443 $318,000
Q1 2021

May 17, 2021

BUY
$52.06 - $60.97 $193,454 - $226,564
3,716 New
3,716 $207,000

Others Institutions Holding UL

About UNILEVER PLC


  • Ticker UL
  • Exchange OTC
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 2,535,589,888
  • Market Cap $149B
  • Description
  • Unilever PLC operates as a fast-moving consumer goods company. It operates through Beauty & Personal Care, Foods & Refreshment, and Home Care segments. The Beauty & Personal Care segment provides skin care and hair care products, deodorants, and skin cleansing products. The Foods & Refreshment segment offers ice cream, soups, bou...
More about UL
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.