Unilever shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Unilever (UL) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Unilever
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Quarterly reported holdings in Unilever by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 61k | 56.70 |
| 2024-09-30 | $4.5M | 70k | 64.96 |
| 2024-06-30 | $3.9M | 71k | 54.99 |
| 2024-03-31 | $3.8M | 76k | 50.19 |
| 2023-09-30 | $4.2M | 85k | 49.40 |
| 2023-06-30 | $4.8M | 92k | 52.13 |
| 2023-03-31 | $4.7M | 91k | 51.93 |
| 2022-12-31 | $4.8M | 95k | 50.35 |
| 2022-09-30 | $4.3M | 98k | 43.84 |
| 2022-06-30 | $4.7M | 103k | 45.83 |
| 2022-03-31 | $4.5M | 100k | 45.57 |
| 2021-12-31 | $2.9M | 54k | 53.78 |
| 2021-09-30 | $2.3M | 43k | 54.22 |
| 2021-06-30 | $2.3M | 40k | 58.49 |
| 2021-03-31 | $505k | 9.0k | 55.84 |
| 2020-09-30 | $202k | 3.3k | 61.55 |
| 2020-03-31 | $3.3M | 65k | 50.57 |
| 2019-12-31 | $4.8M | 84k | 57.17 |
| 2019-09-30 | $4.8M | 81k | 60.11 |
| 2019-06-30 | $5.0M | 80k | 61.97 |
| 2019-03-31 | $4.8M | 82k | 57.72 |
| 2018-12-31 | $4.5M | 86k | 52.25 |
| 2018-09-30 | $4.6M | 83k | 54.97 |
| 2018-06-30 | $4.5M | 82k | 55.29 |
| 2018-03-31 | $4.5M | 81k | 55.56 |
| 2017-12-31 | $4.5M | 82k | 55.34 |
| 2017-09-30 | $4.8M | 83k | 57.96 |
| 2017-06-30 | $4.5M | 83k | 54.13 |
| 2017-03-31 | $4.2M | 83k | 50.21 |
| 2016-12-31 | $3.5M | 86k | 40.70 |
| 2016-09-30 | $3.5M | 84k | 41.66 |
| 2016-06-30 | $3.9M | 82k | 47.91 |
| 2016-03-31 | $3.7M | 83k | 45.18 |
| 2015-12-31 | $3.4M | 84k | 40.68 |
| 2015-09-30 | $3.5M | 85k | 40.78 |
| 2015-03-31 | $3.7M | 82k | 45.06 |
| 2014-12-31 | $3.1M | 79k | 39.86 |
| 2014-09-30 | $3.1M | 73k | 41.90 |
| 2014-06-30 | $3.3M | 74k | 45.25 |
| 2014-03-31 | $3.4M | 77k | 44.32 |
| 2013-12-31 | $3.2M | 77k | 41.71 |
| 2013-09-30 | $3.2M | 80k | 40.76 |
| 2013-06-30 | $3.2M | 80k | 40.52 |
| 2013-03-31 | $3.5M | 81k | 43.32 |