Ep Wealth Advisors, LLC Unilever PLC Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Unilever PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 14,677 shares of UL stock, worth $920,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,677

Previous 15,468 5.11%

Holding current value

$920,394

Previous $877,000 0.34%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$54.72 - $60.29 $43,283 - $47,689	-791 Reduced 5.11%	14,677 $874,000
Q4 2024 Feb 13, 2025	SELL	$56.7 - $64.64 $10,262 - $11,699	-181 Reduced 1.16%	15,468 $877,000
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

# of Institutions

1,319

Shares Held

232M

Call Options Held

2.08M

Put Options Held

701K

View Full List

About UNILEVER PLC

Ticker UL
Exchange OTC
Sector Consumer Defensive
Industry Household & Personal Products
Shares Outstandng 2,535,589,888
Market Cap $159B
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...

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Ep Wealth Advisors, LLC Unilever PLC Transaction History