Lorne Steinberg Wealth Management’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78M | Sell |
94,571
-260
| -0.3% | -$15.9K | 1.51% | 31 |
|
|
2025
Q1 | $5.65M | Buy |
94,831
+12,621
| +15% | +$752K | 1.65% | 30 |
|
|
2024
Q4 | $4.66M | Sell |
82,210
-10
| -0% | -$567 | 1.35% | 36 |
|
|
2024
Q3 | $5.34M | Sell |
82,220
-150
| -0.2% | -$9.74K | 1.54% | 34 |
|
|
2024
Q2 | $4.53M | Buy |
82,370
+400
| +0.5% | +$22K | 1.46% | 36 |
|
|
2024
Q1 | $4.11M | Buy |
81,970
+430
| +0.5% | +$21.6K | 1.28% | 38 |
|
|
2023
Q4 | $3.95M | Sell |
81,540
-325
| -0.4% | -$15.8K | 1.33% | 41 |
|
|
2023
Q3 | $4.04M | Sell |
81,865
-1,075
| -1% | -$53.1K | 1.56% | 33 |
|
|
2023
Q2 | $4.32M | Sell |
82,940
-405
| -0.5% | -$21.1K | 1.63% | 34 |
|
|
2023
Q1 | $4.33M | Buy |
83,345
+560
| +0.7% | +$29.1K | 1.73% | 29 |
|
|
2022
Q4 | $4.17M | Sell |
82,785
-150
| -0.2% | -$7.55K | 1.79% | 26 |
|
|
2022
Q3 | $3.64M | Sell |
82,935
-505
| -0.6% | -$22.1K | 1.77% | 28 |
|
|
2022
Q2 | $3.82M | Sell |
83,440
-2,900
| -3% | -$133K | 1.8% | 27 |
|
|
2022
Q1 | $3.94M | Sell |
86,340
-1,101
| -1% | -$50.2K | 1.82% | 30 |
|
|
2021
Q4 | $4.7M | Sell |
87,441
-2,180
| -2% | -$117K | 2.02% | 23 |
|
|
2021
Q3 | $4.86M | Buy |
89,621
+975
| +1% | +$52.9K | 2.35% | 22 |
|
|
2021
Q2 | $5.19M | Buy |
88,646
+20,096
| +29% | +$1.18M | 2.55% | 20 |
|
|
2021
Q1 | $3.83M | Sell |
68,550
-2,595
| -4% | -$145K | 2.03% | 27 |
|
|
2020
Q4 | $4.31M | Buy |
+71,145
| New | +$4.31M | 2.68% | 14 |
|