Douglas Lane & Associates’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
6,916
| – | – | 0.01% | 189 |
|
|
2025
Q1 | $412K | Sell |
6,916
-410
| -6% | -$24.4K | 0.01% | 196 |
|
|
2024
Q4 | $415K | Sell |
7,326
-68
| -0.9% | -$3.86K | 0.01% | 192 |
|
|
2024
Q3 | $480K | Sell |
7,394
-350
| -5% | -$22.7K | 0.01% | 182 |
|
|
2024
Q2 | $426K | Sell |
7,744
-110
| -1% | -$6.05K | 0.01% | 185 |
|
|
2024
Q1 | $394K | Sell |
7,854
-1,971
| -20% | -$98.9K | 0.01% | 193 |
|
|
2023
Q4 | $476K | Sell |
9,825
-3,972
| -29% | -$193K | 0.01% | 182 |
|
|
2023
Q3 | $682K | Sell |
13,797
-894
| -6% | -$44.2K | 0.01% | 159 |
|
|
2023
Q2 | $766K | Sell |
14,691
-285
| -2% | -$14.9K | 0.01% | 157 |
|
|
2023
Q1 | $778K | Sell |
14,976
-595
| -4% | -$30.9K | 0.01% | 159 |
|
|
2022
Q4 | $784K | Sell |
15,571
-3,000
| -16% | -$151K | 0.01% | 156 |
|
|
2022
Q3 | $814K | Sell |
18,571
-1,330
| -7% | -$58.3K | 0.02% | 153 |
|
|
2022
Q2 | $912K | Sell |
19,901
-1,727
| -8% | -$79.1K | 0.02% | 151 |
|
|
2022
Q1 | $986K | Sell |
21,628
-7,959
| -27% | -$363K | 0.01% | 155 |
|
|
2021
Q4 | $1.59M | Sell |
29,587
-1,804
| -6% | -$97K | 0.02% | 147 |
|
|
2021
Q3 | $1.7M | Sell |
31,391
-713
| -2% | -$38.7K | 0.02% | 143 |
|
|
2021
Q2 | $1.88M | Sell |
32,104
-1,456
| -4% | -$85.2K | 0.03% | 137 |
|
|
2021
Q1 | $1.87M | Sell |
33,560
-2,490
| -7% | -$139K | 0.03% | 133 |
|
|
2020
Q4 | $2.18M | Buy |
+36,050
| New | +$2.18M | 0.04% | 126 |
|
|
2017
Q3 | – | Sell |
-4,149
| Closed | -$225K | – | 211 |
|
|
2017
Q2 | $225K | Sell |
4,149
-1,090
| -21% | -$59.1K | 0.01% | 195 |
|
|
2017
Q1 | $258K | Sell |
5,239
-550
| -10% | -$27.1K | 0.01% | 192 |
|
|
2016
Q4 | $236K | Buy |
5,789
+749
| +15% | +$30.5K | 0.01% | 196 |
|
|
2016
Q3 | $239K | Sell |
5,040
-180
| -3% | -$8.54K | 0.01% | 196 |
|
|
2016
Q2 | $250K | Hold |
5,220
| – | – | 0.01% | 201 |
|
|
2016
Q1 | $236K | Buy |
+5,220
| New | +$236K | 0.01% | 202 |
|