A detailed history of Phillips Wealth Planners LLC transactions in Unilever PLC stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 8,777 shares of UL stock, worth $515,912. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,777
Previous 9,169 4.28%
Holding current value
$515,912
Previous $518 Million 6.97%
% of portfolio
0.53%
Previous 0.55%

Shares

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

Oct 28, 2024

SELL
$54.7 - $65.59 $21,442 - $25,711
-392 Reduced 4.28%
8,777 $555 Million
Q2 2024

Aug 02, 2024

SELL
$46.47 - $56.38 $56,461 - $68,501
-1,215 Reduced 11.7%
9,169 $518 Million
Q1 2024

Apr 29, 2024

BUY
$46.99 - $51.22 $94,778 - $103,310
2,017 Added 24.11%
10,384 $483 Million
Q4 2023

Feb 12, 2024

SELL
$46.26 - $48.94 $325,901 - $344,782
-7,045 Reduced 45.71%
8,367 $395 Million
Q3 2023

Oct 30, 2023

BUY
$48.8 - $54.19 $52,362 - $58,145
1,073 Added 7.48%
15,412 $746 Million
Q2 2023

Jul 26, 2023

SELL
$49.84 - $55.56 $16,497 - $18,390
-331 Reduced 2.26%
14,339 $747 Million
Q1 2023

May 15, 2023

BUY
$48.68 - $51.98 $714,135 - $762,546
14,670 New
14,670 $812 Million

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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.