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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $868K | Hold |
15,244
| – | – | 0.03% | 211 |
|
|
2025
Q4 | $997K | Buy |
15,244
+217
| +1% | +$14.6K | 0.03% | 190 |
|
|
2025
Q3 | $1M | Buy |
15,027
+2,402
| +19% | +$166K | 0.04% | 181 |
|
|
2025
Q2 | $869K | Sell |
12,625
-168
| -1% | -$11.8K | 0.04% | 180 |
|
|
2025
Q1 | $857K | Buy |
12,793
+486
| +4% | +$31.4K | 0.04% | 170 |
|
|
2024
Q4 | $785K | Sell |
12,307
-257
| -2% | -$17.4K | 0.04% | 173 |
|
|
2024
Q3 | $918K | Hold |
12,564
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $777K | Buy |
12,564
+480
| +4% | +$28.4K | 0.04% | 157 |
|
|
2024
Q1 | $682K | Buy |
12,084
+2
| +0% | +$111 | 0.04% | 171 |
|
|
2023
Q4 | $659K | Buy |
12,082
+2,125
| +21% | +$115K | 0.04% | 159 |
|
|
2023
Q3 | $553K | Sell |
9,957
-70
| -0.7% | -$4.05K | 0.04% | 174 |
|
|
2023
Q2 | $588K | Buy |
10,027
+2
| +0% | +$119 | 0.04% | 171 |
|
|
2023
Q1 | $586K | Buy |
10,025
+1
| +0% | +$57 | 0.04% | 168 |
|
|
2022
Q4 | $568K | Buy |
10,024
+2
| +0% | +$107 | 0.04% | 164 |
|
|
2022
Q3 | $494K | Buy |
10,022
+102
| +1% | +$5.33K | 0.04% | 164 |
|
|
2022
Q2 | $511K | Buy |
9,920
+2
| +0% | +$102 | 0.04% | 164 |
|
|
2022
Q1 | $493K | Buy |
9,918
+2
| +0% | +$111 | 0.04% | 175 |
|
|
2021
Q4 | $600K | Sell |
9,916
-32
| -0.3% | -$1.9K | 0.04% | 167 |
|
|
2021
Q3 | $607K | Hold |
9,948
| – | – | 0.05% | 161 |
|
|
2021
Q2 | $655K | Sell |
9,948
-151
| -1% | -$10K | 0.05% | 150 |
|
|
2021
Q1 | $634K | Hold |
10,099
| – | – | 0.06% | 130 |
|
|
2020
Q4 | $686K | Buy |
+10,099
| New | +$685K | 0.07% | 119 |
|
|
2017
Q1 | – | Sell |
-778
| Closed | -$36K | – | 509 |
|
|
2016
Q4 | $36K | Hold |
778
| – | – | 0.01% | 353 |
|
|
2016
Q3 | $41K | Hold |
778
| – | – | 0.01% | 360 |
|
|
2016
Q2 | $42K | Buy |
778
+476
| +158% | +$24.4K | 0.01% | 347 |
|
|
2016
Q1 | $15K | Hold |
302
| – | – | ﹤0.01% | 528 |
|
|
2015
Q4 | $15K | Hold |
302
| – | – | ﹤0.01% | 506 |
|
|
2015
Q3 | $14K | Hold |
302
| – | – | ﹤0.01% | 539 |
|
|
2015
Q2 | $15K | Hold |
302
| – | – | ﹤0.01% | 542 |
|
|
2015
Q1 | $14K | Hold |
302
| – | – | ﹤0.01% | 539 |
|
|
2014
Q4 | $14K | Sell |
302
-178
| -37% | -$8.17K | ﹤0.01% | 475 |
|
|
2014
Q3 | $23K | Hold |
480
| – | – | 0.01% | 399 |
|
|
2014
Q2 | $24K | Hold |
480
| – | – | 0.01% | 390 |
|
|
2014
Q1 | $23K | Hold |
480
| – | – | 0.01% | 392 |
|
|
2013
Q4 | $22K | Hold |
480
| – | – | 0.01% | 366 |
|
|
2013
Q3 | $21K | Hold |
480
| – | – | 0.01% | 358 |
|
|
2013
Q2 | $22K | Buy |
+480
| New | +$22.8K | 0.01% | 314 |
|
Other funds holding UL
