Beese Fulmer Investment Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
7,738
+999
| +15% | +$61.1K | 0.04% | 188 |
|
|
2025
Q1 | $401K | Buy |
6,739
+87
| +1% | +$5.18K | 0.03% | 175 |
|
|
2024
Q4 | $377K | Sell |
6,652
-380
| -5% | -$21.5K | 0.03% | 173 |
|
|
2024
Q3 | $457K | Hold |
7,032
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $387K | Buy |
7,032
+496
| +8% | +$27.3K | 0.04% | 167 |
|
|
2024
Q1 | $328K | Hold |
6,536
| – | – | 0.03% | 182 |
|
|
2023
Q4 | $317K | Sell |
6,536
-500
| -7% | -$24.2K | 0.03% | 182 |
|
|
2023
Q3 | $348K | Hold |
7,036
| – | – | 0.04% | 167 |
|
|
2023
Q2 | $367K | Buy |
7,036
+693
| +11% | +$36.1K | 0.04% | 168 |
|
|
2023
Q1 | $329K | Buy |
6,343
+135
| +2% | +$7.01K | 0.04% | 176 |
|
|
2022
Q4 | $313K | Hold |
6,208
| – | – | 0.04% | 179 |
|
|
2022
Q3 | $272K | Hold |
6,208
| – | – | 0.04% | 177 |
|
|
2022
Q2 | $285K | Hold |
6,208
| – | – | 0.04% | 182 |
|
|
2022
Q1 | $283K | Hold |
6,208
| – | – | 0.03% | 189 |
|
|
2021
Q4 | $334K | Sell |
6,208
-60,090
| -91% | -$3.23M | 0.03% | 184 |
|
|
2021
Q3 | $3.6M | Sell |
66,298
-3,232
| -5% | -$175K | 0.4% | 68 |
|
|
2021
Q2 | $4.07M | Sell |
69,530
-3,751
| -5% | -$219K | 0.46% | 64 |
|
|
2021
Q1 | $4.09M | Sell |
73,281
-1,699
| -2% | -$94.8K | 0.49% | 61 |
|
|
2020
Q4 | $4.53M | Sell |
74,980
-4,551
| -6% | -$275K | 0.58% | 54 |
|
|
2020
Q3 | $4.91M | Sell |
79,531
-1,460
| -2% | -$90K | 0.69% | 52 |
|
|
2020
Q2 | $4.45M | Sell |
80,991
-582
| -0.7% | -$31.9K | 0.66% | 52 |
|
|
2020
Q1 | $4.13M | Sell |
81,573
-1,536
| -2% | -$77.7K | 0.73% | 51 |
|
|
2019
Q4 | $4.75M | Sell |
83,109
-72
| -0.1% | -$4.12K | 0.67% | 55 |
|
|
2019
Q3 | $5M | Sell |
83,181
-1,008
| -1% | -$60.6K | 0.75% | 52 |
|
|
2019
Q2 | $5.22M | Sell |
84,189
-458
| -0.5% | -$28.4K | 0.99% | 39 |
|
|
2019
Q1 | $4.89M | Buy |
84,647
+480
| +0.6% | +$27.7K | 0.96% | 45 |
|
|
2018
Q4 | $4.4M | Buy |
84,167
+4,475
| +6% | +$234K | 0.99% | 44 |
|
|
2018
Q3 | $4.38M | Buy |
79,692
+3,177
| +4% | +$175K | 0.86% | 48 |
|
|
2018
Q2 | $4.23M | Sell |
76,515
-3,603
| -4% | -$199K | 0.89% | 47 |
|
|
2018
Q1 | $4.45M | Buy |
80,118
+2,045
| +3% | +$114K | 0.98% | 45 |
|
|
2017
Q4 | $4.32M | Sell |
78,073
-673
| -0.9% | -$37.2K | 0.93% | 45 |
|
|
2017
Q3 | $4.56M | Sell |
78,746
-758
| -1% | -$43.9K | 1.04% | 40 |
|
|
2017
Q2 | $4.3M | Sell |
79,504
-119
| -0.1% | -$6.44K | 1.03% | 40 |
|
|
2017
Q1 | $3.93M | Sell |
79,623
-291
| -0.4% | -$14.4K | 0.96% | 42 |
|
|
2016
Q4 | $3.25M | Buy |
79,914
+1,606
| +2% | +$65.4K | 0.84% | 49 |
|
|
2016
Q3 | $3.71M | Buy |
78,308
+15
| +0% | +$711 | 1% | 40 |
|
|
2016
Q2 | $3.75M | Sell |
78,293
-465
| -0.6% | -$22.3K | 1.06% | 38 |
|
|
2016
Q1 | $3.59M | Buy |
78,758
+1,764
| +2% | +$80.4K | 1.05% | 38 |
|
|
2015
Q4 | $3.32M | Buy |
76,994
+861
| +1% | +$37.1K | 1.02% | 39 |
|
|
2015
Q3 | $3.11M | Buy |
76,133
+1,877
| +3% | +$76.6K | 1.02% | 41 |
|
|
2015
Q2 | $3.19M | Buy |
+74,256
| New | +$3.19M | 1.03% | 42 |
|
|
2015
Q1 | – | Sell |
-74,262
| Closed | -$3.01M | – | 143 |
|
|
2014
Q4 | $3.01M | Buy |
74,262
+1,350
| +2% | +$54.6K | 0.94% | 43 |
|
|
2014
Q3 | $3.06M | Buy |
72,912
+3,468
| +5% | +$145K | 0.99% | 36 |
|
|
2014
Q2 | $3.15M | Buy |
69,444
+4,210
| +6% | +$191K | 1.02% | 35 |
|
|
2014
Q1 | $2.79M | Buy |
65,234
+4,194
| +7% | +$179K | 0.97% | 39 |
|
|
2013
Q4 | $2.52M | Buy |
61,040
+355
| +0.6% | +$14.6K | 0.89% | 45 |
|
|
2013
Q3 | $2.34M | Buy |
60,685
+6,990
| +13% | +$270K | 0.92% | 42 |
|
|
2013
Q2 | $2.17M | Buy |
+53,695
| New | +$2.17M | 0.93% | 41 |
|