Marcum Wealth, LLC Unilever PLC Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Unilever PLC stock. As of the latest transaction made, Marcum Wealth, LLC holds 11,230 shares of UL stock, worth $664,928. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,230

Previous 10,478 7.18%

Holding current value

$664,928

Previous $594,000 12.46%

% of portfolio

0.06%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$54.72 - $60.29 $41,149 - $45,338	752 Added 7.18%	11,230 $668,000
Q4 2024 Jan 13, 2025	BUY	$56.7 - $64.64 $118,446 - $135,032	2,089 Added 24.9%	10,478 $594,000
Q3 2024 Oct 08, 2024	SELL	$54.7 - $65.59 $38,891 - $46,634	-711 Reduced 7.81%	8,389 $544,000
Q2 2024 Jul 02, 2024	SELL	$46.47 - $56.38 $22,909 - $27,795	-493 Reduced 5.14%	9,100 $500,000
Q1 2024 Apr 10, 2024	BUY	$46.99 - $51.22 $55,871 - $60,900	1,189 Added 14.15%	9,593 $481,000

Q4 2023 Jan 10, 2024	SELL	$46.26 - $48.94 $236,296 - $249,985	-5,108 Reduced 37.8%	8,404 $407,000
Q3 2023 Oct 10, 2023	BUY	$48.8 - $54.19 $22,984 - $25,523	471 Added 3.61%	13,512 $667,000
Q2 2023 Jul 13, 2023	BUY	$49.84 - $55.56 $12,759 - $14,223	256 Added 2.0%	13,041 $679,000
Q1 2023 Apr 19, 2023	BUY	$48.68 - $51.98 $16,599 - $17,725	341 Added 2.74%	12,785 $663,000
Q4 2022 Jan 12, 2023	SELL	$43.24 - $51.51 $57,595 - $68,611	-1,332 Reduced 9.67%	12,444 $0
Q3 2022 Oct 11, 2022	BUY	$43.31 - $48.9 $18,320 - $20,684	423 Added 3.17%	13,776 $604,000
Q2 2022 Jul 14, 2022	BUY	$43.05 - $48.33 $95,915 - $107,679	2,228 Added 20.03%	13,353 $612,000
Q1 2022 Apr 20, 2022	SELL	$43.71 - $54.29 $41,174 - $51,141	-942 Reduced 7.81%	11,125 $507,000
Q4 2021 Feb 01, 2022	SELL	$50.61 - $54.21 $145,453 - $155,799	-2,874 Reduced 19.24%	12,067 $649,000
Q3 2021 Nov 08, 2021	BUY	$53.95 - $60.15 $35,553 - $39,638	659 Added 4.61%	14,941 $810,000
Q2 2021 Aug 10, 2021	SELL	$55.86 - $61.05 $4,859 - $5,311	-87 Reduced 0.61%	14,282 $835,000
Q1 2021 May 11, 2021	BUY	$52.06 - $60.97 $748,050 - $876,077	14,369 New	14,369 $802,000

Others Institutions Holding UL

# of Institutions

1,356

Shares Held

249M

Call Options Held

1.88M

Put Options Held

909K

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 $150B
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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Marcum Wealth, LLC Unilever PLC Transaction History