Wealthspire Advisors, LLC Unilever PLC Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Unilever PLC stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,980 shares of UL stock, worth $819,367. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,980

Previous 15,150 7.72%

Holding current value

$819,367

Previous $833,000 9.0%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$54.7 - $65.59 $63,999 - $76,740	-1,170 Reduced 7.72%	13,980 $908,000
Q2 2024 Aug 08, 2024	BUY	$46.47 - $56.38 $15,520 - $18,830	334 Added 2.25%	15,150 $833,000
Q1 2024 May 06, 2024	BUY	$46.99 - $51.22 $21,051 - $22,946	448 Added 3.12%	14,816 $743,000
Q4 2023 Feb 06, 2024	SELL	$46.26 - $48.94 $32,890 - $34,796	-711 Reduced 4.72%	14,368 $696,000
Q3 2023 Nov 06, 2023	BUY	$48.8 - $54.19 $248,440 - $275,881	5,091 Added 50.97%	15,079 $744,000
Q2 2023 Jul 31, 2023	SELL	$49.84 - $55.56 $6,877 - $7,667	-138 Reduced 1.36%	9,988 $520,000
Q1 2023 May 09, 2023	SELL	$48.68 - $51.98 $208,301 - $222,422	-4,279 Reduced 29.7%	10,126 $525,000
Q4 2022 Feb 13, 2023	BUY	$43.24 - $51.51 $171,706 - $204,546	3,971 Added 38.06%	14,405 $725,000
Q3 2022 Nov 14, 2022	SELL	$43.31 - $48.9 $21,698 - $24,498	-501 Reduced 4.58%	10,434 $457,000
Q2 2022 Aug 09, 2022	BUY	$43.05 - $48.33 $470,751 - $528,488	10,935 New	10,935 $501,000
Q1 2022 May 09, 2022	SELL	$43.71 - $54.29 $219,205 - $272,264	-5,015 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$50.61 - $54.21 $187,155 - $200,468	-3,698 Reduced 42.44%	5,015 $270,000
Q3 2021 Nov 15, 2021	BUY	$53.95 - $60.15 $470,066 - $524,086	8,713 New	8,713 $472,000
Q2 2021 Aug 13, 2021	SELL	$55.86 - $61.05 $389,288 - $425,457	-6,969 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$52.06 - $60.97 $122,497 - $143,462	2,353 Added 50.97%	6,969 $389,000
Q4 2020 Feb 16, 2021	BUY	$56.83 - $63.44 $29,608 - $33,052	521 Added 12.72%	4,616 $279,000
Q3 2020 Nov 16, 2020	BUY	$53.71 - $62.47 $219,942 - $255,814	4,095 New	4,095 $253,000
Q2 2020 Aug 14, 2020	SELL	$49.18 - $57.37 $365,850 - $426,775	-7,439 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$44.62 - $60.96 $331,928 - $453,481	7,439 New	7,439 $376,000
Q1 2019 May 08, 2019	SELL	$51.6 - $57.83 $32,250 - $36,143	-625 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$50.97 - $55.23 $31,856 - $34,518	625 New	625 $33,000

Others Institutions Holding UL

# of Institutions

1,276

Shares Held

226M

Call Options Held

2.52M

Put Options Held

1.11M

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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...

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Wealthspire Advisors, LLC Unilever PLC Transaction History