Joel Isaacson & Co’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Sell |
14,203
-189
| -1% | -$11.6K | 0.04% | 180 |
|
|
2025
Q1 | $857K | Buy |
14,392
+547
| +4% | +$32.6K | 0.04% | 170 |
|
|
2024
Q4 | $785K | Sell |
13,845
-290
| -2% | -$16.4K | 0.04% | 173 |
|
|
2024
Q3 | $918K | Buy |
14,135
+1
| +0% | +$65 | 0.04% | 155 |
|
|
2024
Q2 | $777K | Buy |
14,134
+540
| +4% | +$29.7K | 0.04% | 157 |
|
|
2024
Q1 | $682K | Buy |
13,594
+2
| +0% | +$100 | 0.04% | 171 |
|
|
2023
Q4 | $659K | Buy |
13,592
+2,390
| +21% | +$116K | 0.04% | 159 |
|
|
2023
Q3 | $553K | Sell |
11,202
-78
| -0.7% | -$3.85K | 0.04% | 174 |
|
|
2023
Q2 | $588K | Buy |
11,280
+2
| +0% | +$104 | 0.04% | 171 |
|
|
2023
Q1 | $586K | Buy |
11,278
+1
| +0% | +$52 | 0.04% | 168 |
|
|
2022
Q4 | $568K | Buy |
11,277
+2
| +0% | +$101 | 0.04% | 164 |
|
|
2022
Q3 | $494K | Buy |
11,275
+115
| +1% | +$5.04K | 0.04% | 164 |
|
|
2022
Q2 | $511K | Buy |
11,160
+2
| +0% | +$92 | 0.04% | 164 |
|
|
2022
Q1 | $493K | Buy |
11,158
+2
| +0% | +$88 | 0.04% | 175 |
|
|
2021
Q4 | $600K | Sell |
11,156
-35
| -0.3% | -$1.88K | 0.04% | 167 |
|
|
2021
Q3 | $607K | Hold |
11,191
| – | – | 0.05% | 161 |
|
|
2021
Q2 | $655K | Sell |
11,191
-170
| -1% | -$9.95K | 0.05% | 150 |
|
|
2021
Q1 | $634K | Hold |
11,361
| – | – | 0.06% | 130 |
|
|
2020
Q4 | $686K | Buy |
+11,361
| New | +$686K | 0.07% | 119 |
|
|
2017
Q1 | – | Sell |
-875
| Closed | -$36K | – | 509 |
|
|
2016
Q4 | $36K | Hold |
875
| – | – | 0.01% | 353 |
|
|
2016
Q3 | $41K | Hold |
875
| – | – | 0.01% | 360 |
|
|
2016
Q2 | $42K | Buy |
875
+535
| +157% | +$25.7K | 0.01% | 347 |
|
|
2016
Q1 | $15K | Hold |
340
| – | – | ﹤0.01% | 528 |
|
|
2015
Q4 | $15K | Hold |
340
| – | – | ﹤0.01% | 506 |
|
|
2015
Q3 | $14K | Hold |
340
| – | – | ﹤0.01% | 539 |
|
|
2015
Q2 | $15K | Hold |
340
| – | – | ﹤0.01% | 542 |
|
|
2015
Q1 | $14K | Hold |
340
| – | – | ﹤0.01% | 539 |
|
|
2014
Q4 | $14K | Sell |
340
-200
| -37% | -$8.24K | ﹤0.01% | 475 |
|
|
2014
Q3 | $23K | Hold |
540
| – | – | 0.01% | 399 |
|
|
2014
Q2 | $24K | Hold |
540
| – | – | 0.01% | 390 |
|
|
2014
Q1 | $23K | Hold |
540
| – | – | 0.01% | 392 |
|
|
2013
Q4 | $22K | Hold |
540
| – | – | 0.01% | 366 |
|
|
2013
Q3 | $21K | Hold |
540
| – | – | 0.01% | 358 |
|
|
2013
Q2 | $22K | Buy |
+540
| New | +$22K | 0.01% | 314 |
|