Douglas Lane & Associates’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $333K | Hold |
5,535
| – | – | ﹤0.01% | 217 |
|
|
2026
Q1 | $315K | Sell |
5,535
-44
| -0.8% | -$2.95K | ﹤0.01% | 205 |
|
|
2025
Q4 | $365K | Sell |
5,579
-12
| -0.2% | -$806 | 0.01% | 194 |
|
|
2025
Q3 | $373K | Sell |
5,591
-557
| -9% | -$38.4K | 0.01% | 193 |
|
|
2025
Q2 | $423K | Hold |
6,148
| – | – | 0.01% | 189 |
|
|
2025
Q1 | $412K | Sell |
6,148
-364
| -6% | -$23.5K | 0.01% | 196 |
|
|
2024
Q4 | $415K | Sell |
6,512
-60
| -0.9% | -$4.05K | 0.01% | 192 |
|
|
2024
Q3 | $480K | Sell |
6,572
-312
| -5% | -$21.6K | 0.01% | 182 |
|
|
2024
Q2 | $426K | Sell |
6,884
-97
| -1% | -$5.73K | 0.01% | 185 |
|
|
2024
Q1 | $394K | Sell |
6,981
-1,752
| -20% | -$97.1K | 0.01% | 193 |
|
|
2023
Q4 | $476K | Sell |
8,733
-3,531
| -29% | -$191K | 0.01% | 182 |
|
|
2023
Q3 | $682K | Sell |
12,264
-795
| -6% | -$45.9K | 0.01% | 159 |
|
|
2023
Q2 | $766K | Sell |
13,059
-253
| -2% | -$15K | 0.01% | 157 |
|
|
2023
Q1 | $778K | Sell |
13,312
-529
| -4% | -$30.1K | 0.01% | 159 |
|
|
2022
Q4 | $784K | Sell |
13,841
-2,667
| -16% | -$143K | 0.01% | 156 |
|
|
2022
Q3 | $814K | Sell |
16,508
-1,182
| -7% | -$61.8K | 0.02% | 153 |
|
|
2022
Q2 | $912K | Sell |
17,690
-1,535
| -8% | -$78.2K | 0.02% | 151 |
|
|
2022
Q1 | $986K | Sell |
19,225
-7,075
| -27% | -$394K | 0.01% | 155 |
|
|
2021
Q4 | $1.59M | Sell |
26,300
-1,603
| -6% | -$95.2K | 0.02% | 147 |
|
|
2021
Q3 | $1.7M | Sell |
27,903
-634
| -2% | -$40.4K | 0.02% | 143 |
|
|
2021
Q2 | $1.88M | Sell |
28,537
-1,294
| -4% | -$86K | 0.03% | 137 |
|
|
2021
Q1 | $1.87M | Sell |
29,831
-2,213
| -7% | -$141K | 0.03% | 133 |
|
|
2020
Q4 | $2.18M | Buy |
+32,044
| New | +$2.17M | 0.04% | 126 |
|
|
2017
Q3 | – | Sell |
-3,688
| Closed | -$225K | – | 211 |
|
|
2017
Q2 | $225K | Sell |
3,688
-969
| -21% | -$57.8K | 0.01% | 195 |
|
|
2017
Q1 | $258K | Sell |
4,657
-489
| -10% | -$24.7K | 0.01% | 192 |
|
|
2016
Q4 | $236K | Buy |
5,146
+666
| +15% | +$31K | 0.01% | 196 |
|
|
2016
Q3 | $239K | Sell |
4,480
-160
| -3% | -$8.45K | 0.01% | 196 |
|
|
2016
Q2 | $250K | Hold |
4,640
| – | – | 0.01% | 201 |
|
|
2016
Q1 | $236K | Buy |
+4,640
| New | +$226K | 0.01% | 202 |
|
Other funds holding UL
HCM
CCMIC
ERP
RT
QCM
CIG
GHAM
MCP
DC
NCM