Bedel Financial Consulting’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $328K | Hold |
5,765
| – | – | 0.04% | 215 |
|
|
2025
Q4 | $377K | Sell |
5,765
-4
| -0.1% | -$269 | 0.04% | 191 |
|
|
2025
Q3 | $385K | Hold |
5,769
| – | – | 0.05% | 191 |
|
|
2025
Q2 | $397K | Hold |
5,769
| – | – | 0.05% | 179 |
|
|
2025
Q1 | $415K | Hold |
5,769
| – | – | 0.06% | 168 |
|
|
2024
Q4 | $378K | Sell |
5,769
-10
| -0.2% | -$675 | 0.05% | 186 |
|
|
2024
Q3 | $422K | Buy |
5,779
+10
| +0.2% | +$691 | 0.06% | 161 |
|
|
2024
Q2 | $357K | Hold |
5,769
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $326K | Hold |
5,769
| – | – | 0.05% | 182 |
|
|
2023
Q4 | $315K | Hold |
5,769
| – | – | 0.06% | 180 |
|
|
2023
Q3 | $321K | Hold |
5,769
| – | – | 0.06% | 162 |
|
|
2023
Q2 | $338K | Buy |
5,769
+249
| +5% | +$14.8K | 0.07% | 159 |
|
|
2023
Q1 | $322K | Buy |
5,520
+504
| +10% | +$28.6K | 0.08% | 156 |
|
|
2022
Q4 | $284K | Buy |
5,016
+714
| +17% | +$38.2K | 0.07% | 172 |
|
|
2022
Q3 | $224K | Buy |
+4,302
| New | +$225K | 0.06% | 191 |
|
|
2022
Q2 | – | Sell |
-1,334
| Closed | -$68K | – | 855 |
|
|
2022
Q1 | $68K | Buy |
1,334
+176
| +15% | +$9.8K | 0.02% | 346 |
|
|
2021
Q4 | $70K | Hold |
1,158
| – | – | 0.02% | 336 |
|
|
2021
Q3 | $71K | Hold |
1,158
| – | – | 0.02% | 333 |
|
|
2021
Q2 | $76K | Buy |
1,158
+545
| +89% | +$36.2K | 0.03% | 317 |
|
|
2021
Q1 | $39K | Buy |
613
+257
| +72% | +$16.4K | 0.02% | 401 |
|
|
2020
Q4 | $24K | Hold |
356
| – | – | 0.01% | 431 |
|
|
2020
Q3 | $25K | Hold |
356
| – | – | 0.01% | 397 |
|
|
2020
Q2 | $22K | Hold |
356
| – | – | 0.01% | 393 |
|
|
2020
Q1 | $20K | Hold |
356
| – | – | 0.01% | 391 |
|
|
2019
Q4 | $23K | Hold |
356
| – | – | 0.01% | 395 |
|
|
2019
Q3 | $24K | Hold |
356
| – | – | 0.01% | 374 |
|
|
2019
Q2 | $25K | Hold |
356
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $23K | Hold |
356
| – | – | 0.01% | 376 |
|
|
2018
Q4 | $21K | Hold |
356
| – | – | 0.02% | 358 |
|
|
2018
Q3 | $21K | Hold |
356
| – | – | 0.01% | 377 |
|
|
2018
Q2 | $22K | Hold |
356
| – | – | 0.02% | 370 |
|
|
2018
Q1 | $22K | Buy |
+356
| New | +$21.7K | 0.02% | 372 |
|
Other funds holding UL
