Unilever shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Unilever (UL) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Unilever
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Quarterly reported holdings in Unilever by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $183k | 2.8k | 64.96 |
| 2024-06-30 | $155k | 2.8k | 54.99 |
| 2024-03-31 | $34M | 138k | 245.93 |
| 2023-12-31 | $142k | 2.9k | 48.48 |
| 2023-09-30 | $145k | 2.9k | 49.40 |
| 2023-06-30 | $160k | 3.1k | 52.13 |
| 2023-03-31 | $160k | 3.1k | 51.93 |
| 2022-12-31 | $183k | 3.6k | 50.35 |
| 2022-09-30 | $159k | 3.6k | 43.86 |
| 2022-06-30 | $203k | 4.4k | 45.77 |
| 2022-03-31 | $207k | 4.5k | 45.50 |
| 2021-12-31 | $245k | 4.5k | 53.79 |
| 2021-09-30 | $247k | 4.5k | 54.22 |
| 2021-06-30 | $342k | 5.8k | 58.50 |
| 2021-03-31 | $326k | 5.8k | 55.83 |
| 2020-12-31 | $353k | 5.8k | 60.37 |
| 2020-09-30 | $157k | 2.6k | 61.68 |
| 2020-06-30 | $140k | 3.3k | 42.49 |
| 2020-03-31 | $91k | 1.8k | 50.57 |
| 2019-12-31 | $127k | 2.2k | 57.17 |
| 2019-09-30 | $66k | 1.1k | 59.62 |
| 2019-06-30 | $69k | 1.1k | 61.97 |
| 2019-03-31 | $64k | 1.1k | 57.72 |
| 2018-12-31 | $36k | 702 | 51.28 |
| 2018-09-30 | $38k | 702 | 54.13 |