Mitchell Sinkler & Starr’s Unilever UL Stock Holding History

Mitchell Sinkler & Starr’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Sell	5,165 -75	-1%	-$4.59K	0.15%	120
2025 Q1	$312K	Sell	5,240 -700	-12%	-$41.7K	0.09%	132
2024 Q4	$337K	Hold	5,940	–	–	0.09%	126
2024 Q3	$386K	Buy	5,940 +91	+2%	+$5.91K	0.1%	121
2024 Q2	$339K	Buy	5,849 +1,735	+42%	+$101K	0.09%	118
2024 Q1	$206K	Sell	4,114 -19,455	-83%	-$976K	0.05%	156
2023 Q4	$1.14M	Buy	23,569 +9,474	+67%	+$459K	0.21%	90
2023 Q3	$696K	Buy	14,095 +6,250	+80%	+$309K	0.21%	70
2023 Q2	$409K	Hold	7,845	–	–	0.12%	106
2023 Q1	$407K	Buy	7,845 +1,601	+26%	+$83.1K	0.12%	102
2022 Q4	$314K	Buy	6,244 +1,299	+26%	+$65.4K	0.1%	116
2022 Q3	$217K	Hold	4,945	–	–	0.08%	107
2022 Q2	$227K	Hold	4,945	–	–	0.08%	109
2022 Q1	$225K	Sell	4,945 -1,257	-20%	-$57.2K	0.07%	116
2021 Q4	$334K	Buy	6,202 +550	+10%	+$29.6K	0.1%	98
2021 Q3	$306K	Hold	5,652	–	–	0.28%	85
2021 Q2	$331K	Sell	5,652 -400	-7%	-$23.4K	0.3%	83
2021 Q1	$338K	Hold	6,052	–	–	0.33%	82
2020 Q4	$365K	Buy	6,052 +2,390	+65%	+$144K	0.35%	70
2020 Q3	$226K	Buy	+3,662	New	+$226K	0.23%	91
2018 Q4	–	Sell	-3,757	Closed	-$207K	–	92
2018 Q3	$207K	Hold	3,757	–	–	0.22%	93
2018 Q2	$208K	Hold	3,757	–	–	0.23%	90
2018 Q1	$209K	Buy	+3,757	New	+$209K	0.24%	85
2016 Q4	–	Sell	-5,377	Closed	-$255K	–	81
2016 Q3	$255K	Hold	5,377	–	–	0.4%	63
2016 Q2	$258K	Hold	5,377	–	–	0.35%	73
2016 Q1	$243K	Hold	5,377	–	–	0.34%	77
2015 Q4	$232K	Hold	5,377	–	–	0.32%	82
2015 Q3	$219K	Hold	5,377	–	–	0.28%	87
2015 Q2	$231K	Sell	5,377 -1,538	-22%	-$66.1K	0.27%	85
2015 Q1	$288K	Sell	6,915 -20	-0.3%	-$833	0.32%	77
2014 Q4	$281K	Hold	6,935	–	–	0.31%	76
2014 Q3	$291K	Buy	6,935 +100	+1%	+$4.2K	0.33%	74
2014 Q2	$310K	Hold	6,835	–	–	0.33%	69
2014 Q1	$292K	Buy	6,835 +1,585	+30%	+$67.7K	0.33%	67
2013 Q4	$216K	Buy	+5,250	New	+$216K	0.24%	79