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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $396K | Hold |
6,889
| – | – | 0.03% | 246 |
|
|
2025
Q4 | $451K | Buy |
6,889
+11
| +0.2% | +$739 | 0.03% | 212 |
|
|
2025
Q3 | $459K | Hold |
6,878
| – | – | 0.03% | 198 |
|
|
2025
Q2 | $473K | Buy |
6,878
+888
| +15% | +$62.3K | 0.04% | 188 |
|
|
2025
Q1 | $401K | Buy |
5,990
+77
| +1% | +$4.97K | 0.03% | 175 |
|
|
2024
Q4 | $377K | Sell |
5,913
-338
| -5% | -$22.8K | 0.03% | 173 |
|
|
2024
Q3 | $457K | Hold |
6,251
| – | – | 0.04% | 163 |
|
|
2024
Q2 | $387K | Buy |
6,251
+441
| +8% | +$26.1K | 0.04% | 167 |
|
|
2024
Q1 | $328K | Hold |
5,810
| – | – | 0.03% | 182 |
|
|
2023
Q4 | $317K | Sell |
5,810
-444
| -7% | -$24K | 0.03% | 182 |
|
|
2023
Q3 | $348K | Hold |
6,254
| – | – | 0.04% | 167 |
|
|
2023
Q2 | $367K | Buy |
6,254
+616
| +11% | +$36.6K | 0.04% | 168 |
|
|
2023
Q1 | $329K | Buy |
5,638
+120
| +2% | +$6.82K | 0.04% | 176 |
|
|
2022
Q4 | $313K | Hold |
5,518
| – | – | 0.04% | 179 |
|
|
2022
Q3 | $272K | Hold |
5,518
| – | – | 0.04% | 177 |
|
|
2022
Q2 | $285K | Hold |
5,518
| – | – | 0.04% | 182 |
|
|
2022
Q1 | $283K | Hold |
5,518
| – | – | 0.03% | 189 |
|
|
2021
Q4 | $334K | Sell |
5,518
-53,414
| -91% | -$3.17M | 0.03% | 184 |
|
|
2021
Q3 | $3.6M | Sell |
58,932
-2,872
| -5% | -$183K | 0.4% | 68 |
|
|
2021
Q2 | $4.07M | Sell |
61,804
-3,335
| -5% | -$222K | 0.46% | 64 |
|
|
2021
Q1 | $4.09M | Sell |
65,139
-1,510
| -2% | -$96.2K | 0.49% | 61 |
|
|
2020
Q4 | $4.53M | Sell |
66,649
-4,045
| -6% | -$274K | 0.58% | 54 |
|
|
2020
Q3 | $4.91M | Sell |
70,694
-1,298
| -2% | -$86.6K | 0.69% | 52 |
|
|
2020
Q2 | $4.45M | Sell |
71,992
-517
| -0.7% | -$30.9K | 0.66% | 52 |
|
|
2020
Q1 | $4.13M | Sell |
72,509
-1,366
| -2% | -$85.7K | 0.73% | 51 |
|
|
2019
Q4 | $4.75M | Sell |
73,875
-64
| -0.1% | -$4.25K | 0.67% | 55 |
|
|
2019
Q3 | $5M | Sell |
73,939
-896
| -1% | -$62.1K | 0.75% | 52 |
|
|
2019
Q2 | $5.22M | Sell |
74,835
-407
| -0.5% | -$27.6K | 0.99% | 39 |
|
|
2019
Q1 | $4.89M | Buy |
75,242
+427
| +0.6% | +$26K | 0.96% | 45 |
|
|
2018
Q4 | $4.4M | Buy |
74,815
+3,978
| +6% | +$240K | 0.99% | 44 |
|
|
2018
Q3 | $4.38M | Buy |
70,837
+2,824
| +4% | +$178K | 0.86% | 48 |
|
|
2018
Q2 | $4.23M | Sell |
68,013
-3,203
| -4% | -$199K | 0.89% | 47 |
|
|
2018
Q1 | $4.45M | Buy |
71,216
+1,818
| +3% | +$111K | 0.98% | 45 |
|
|
2017
Q4 | $4.32M | Sell |
69,398
-598
| -0.9% | -$37.9K | 0.93% | 45 |
|
|
2017
Q3 | $4.56M | Sell |
69,996
-674
| -1% | -$43.3K | 1.04% | 40 |
|
|
2017
Q2 | $4.3M | Sell |
70,670
-106
| -0.1% | -$6.32K | 1.03% | 40 |
|
|
2017
Q1 | $3.93M | Sell |
70,776
-259
| -0.4% | -$13.1K | 0.96% | 42 |
|
|
2016
Q4 | $3.25M | Buy |
71,035
+1,428
| +2% | +$66.6K | 0.84% | 49 |
|
|
2016
Q3 | $3.71M | Buy |
69,607
+13
| +0% | +$686 | 1% | 40 |
|
|
2016
Q2 | $3.75M | Sell |
69,594
-413
| -0.6% | -$21.2K | 1.06% | 38 |
|
|
2016
Q1 | $3.59M | Buy |
70,007
+1,568
| +2% | +$76.3K | 1.05% | 38 |
|
|
2015
Q4 | $3.32M | Buy |
68,439
+765
| +1% | +$37.3K | 1.02% | 39 |
|
|
2015
Q3 | $3.1M | Buy |
67,674
+1,669
| +3% | +$79.8K | 1.02% | 41 |
|
|
2015
Q2 | $3.19M | Buy |
+66,005
| New | +$3.26M | 1.03% | 42 |
|
|
2015
Q1 | – | Sell |
-66,011
| Closed | -$3.01M | – | 143 |
|
|
2014
Q4 | $3.01M | Buy |
66,011
+1,200
| +2% | +$55.1K | 0.94% | 43 |
|
|
2014
Q3 | $3.06M | Buy |
64,811
+3,083
| +5% | +$152K | 0.99% | 36 |
|
|
2014
Q2 | $3.15M | Buy |
61,728
+3,742
| +6% | +$188K | 1.02% | 35 |
|
|
2014
Q1 | $2.79M | Buy |
57,986
+3,728
| +7% | +$168K | 0.97% | 39 |
|
|
2013
Q4 | $2.52M | Buy |
54,258
+316
| +0.6% | +$14.1K | 0.89% | 45 |
|
|
2013
Q3 | $2.34M | Buy |
53,942
+6,213
| +13% | +$282K | 0.92% | 42 |
|
|
2013
Q2 | $2.17M | Buy |
+47,729
| New | +$2.27M | 0.93% | 41 |
|
Other funds holding UL
