Joel Isaacson & Co’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
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|
2025
Q2 | $869K | Sell |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $785K | Sell |
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|
2024
Q3 | $918K | Buy |
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|
2024
Q2 | $777K | Buy |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $588K | Buy |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $494K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $493K | Buy |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $607K | Hold |
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|
2021
Q2 | $655K | Sell |
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|
2021
Q1 | $634K | Hold |
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|
2020
Q4 | $686K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $36K | Hold |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $42K | Buy |
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|
2016
Q1 | $15K | Hold |
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|
2015
Q4 | $15K | Hold |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $14K | Sell |
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|
2014
Q3 | $23K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $23K | Hold |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $21K | Hold |
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|
2013
Q2 | $22K | Buy |
|