Beese Fulmer Investment Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $334K | Sell |
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|
2021
Q3 | $3.6M | Sell |
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|
2021
Q2 | $4.07M | Sell |
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|
2021
Q1 | $4.09M | Sell |
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|
2020
Q4 | $4.53M | Sell |
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|
2020
Q3 | $4.91M | Sell |
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|
2020
Q2 | $4.45M | Sell |
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|
2020
Q1 | $4.13M | Sell |
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|
2019
Q4 | $4.75M | Sell |
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|
2019
Q3 | $5M | Sell |
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|
2019
Q2 | $5.22M | Sell |
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|
2019
Q1 | $4.89M | Buy |
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|
2018
Q4 | $4.4M | Buy |
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|
2018
Q3 | $4.38M | Buy |
|
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|
2018
Q2 | $4.23M | Sell |
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|
2018
Q1 | $4.45M | Buy |
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|
2017
Q4 | $4.32M | Sell |
|
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|
2017
Q3 | $4.56M | Sell |
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|
2017
Q2 | $4.3M | Sell |
|
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|
2017
Q1 | $3.93M | Sell |
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|
2016
Q4 | $3.25M | Buy |
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|
2016
Q3 | $3.71M | Buy |
|
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|
2016
Q2 | $3.75M | Sell |
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|
2016
Q1 | $3.59M | Buy |
|
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|
2015
Q4 | $3.32M | Buy |
|
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|
2015
Q3 | $3.1M | Buy |
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|
2015
Q2 | $3.19M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.01M | Buy |
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|
2014
Q3 | $3.06M | Buy |
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|
2014
Q2 | $3.15M | Buy |
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|
2014
Q1 | $2.79M | Buy |
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|
2013
Q4 | $2.52M | Buy |
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|
2013
Q3 | $2.34M | Buy |
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|
2013
Q2 | $2.17M | Buy |
|