Mount Yale Investment Advisors, LLC Unilever PLC Transaction History

Mount Yale Investment Advisors, LLC

$1.38 Billion
Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Unilever PLC stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 28,270 shares of UL stock, worth $1.67 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

28,270

Previous 31,992 11.63%

Holding current value

$1.67 Million

Previous $1.96 Million 14.37%

% of portfolio

0.12%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$58.43 - $65.01 $217,476 - $241,967	-3,722 Reduced 11.63%	28,270 $1.68 Million
Q2 2025 Aug 12, 2025	BUY	$57.9 - $65.43 $25,070 - $28,331	433 Added 1.37%	31,992 $1.96 Million
Q1 2025 Apr 16, 2025	BUY	$54.72 - $60.29 $296,856 - $327,073	5,425 Added 20.76%	31,559 $1.88 Million
Q4 2024 Jan 22, 2025	SELL	$56.7 - $64.64 $6,633 - $7,562	-117 Reduced 0.45%	26,134 $1.48 Million
Q3 2024 Oct 23, 2024	SELL	$54.7 - $65.59 $65,147 - $78,117	-1,191 Reduced 4.34%	26,251 $1.71 Million

Q2 2024 Aug 13, 2024	SELL	$46.47 - $56.38 $37,919 - $46,006	-816 Reduced 2.89%	27,442 $1.51 Million
Q1 2024 May 15, 2024	BUY	$46.99 - $51.22 $21,615 - $23,561	460 Added 1.65%	28,258 $1.42 Million
Q4 2023 Feb 12, 2024	BUY	$46.26 - $48.94 $33,445 - $35,383	723 Added 2.67%	27,798 $1.35 Million
Q3 2023 Oct 11, 2023	BUY	$48.8 - $54.19 $32,256 - $35,819	661 Added 2.5%	27,075 $1.34 Million
Q2 2023 Aug 14, 2023	SELL	$49.84 - $55.56 $36,134 - $40,281	-725 Reduced 2.67%	26,414 $1.38 Million
Q1 2023 May 11, 2023	BUY	$48.68 - $51.98 $57,491 - $61,388	1,181 Added 4.55%	27,139 $1.41 Million
Q4 2022 Feb 13, 2023	BUY	$43.24 - $51.51 $19,760 - $23,540	457 Added 1.79%	25,958 $1.31 Million
Q3 2022 Nov 07, 2022	BUY	$43.31 - $48.9 $283,983 - $320,637	6,557 Added 34.61%	25,501 $1.12 Million
Q2 2022 Aug 02, 2022	BUY	$43.05 - $48.33 $153,085 - $171,861	3,556 Added 23.11%	18,944 $868,000
Q1 2022 May 03, 2022	BUY	$43.71 - $54.29 $138,036 - $171,447	3,158 Added 25.82%	15,388 $701,000
Q4 2021 Feb 02, 2022	BUY	$50.61 - $54.21 $48,079 - $51,499	950 Added 8.42%	12,230 $658,000
Q3 2021 Nov 02, 2021	BUY	$53.95 - $60.15 $608,556 - $678,492	11,280 New	11,280 $612,000
Q1 2020 May 04, 2020	SELL	$44.62 - $60.96 $263,213 - $359,603	-5,899 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$55.9 - $61.91 $329,754 - $365,207	5,899 New	5,899 $353,000
Q2 2019 Aug 13, 2019	SELL	$57.26 - $63.16 $530,914 - $585,619	-9,272 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$51.6 - $57.83 $478,435 - $536,199	9,272 New	9,272 $535,000
Q4 2018 Feb 14, 2019	SELL	$50.97 - $55.23 $82,265 - $89,141	-1,614 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$54.54 - $57.74 $27,379 - $28,985	502 Added 45.14%	1,614 $87,000
Q2 2018 Aug 22, 2018	BUY	$53.51 - $56.46 $13,216 - $13,945	247 Added 28.55%	1,112 $61,000
Q1 2018 Jun 25, 2018	BUY	$51.2 - $57.66 $44,288 - $49,875	865 New	865 $48,000

Others Institutions Holding UL

# of Institutions

1,330

Shares Held

246M

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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Mount Yale Investment Advisors, LLC Unilever PLC Transaction History