Newman Dignan & Sheerar Inc’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
4,217
+17
+0.4% +$1.04K 0.06% 164
2025
Q1
$250K Hold
4,200
0.07% 150
2024
Q4
$238K Hold
4,200
0.06% 156
2024
Q3
$263K Hold
4,200
0.06% 156
2024
Q2
$231K Hold
4,200
0.06% 160
2024
Q1
$211K Sell
4,200
-300
-7% -$15.1K 0.06% 170
2023
Q4
$218K Hold
4,500
0.07% 159
2023
Q3
$222K Hold
4,500
0.07% 158
2023
Q2
$235K Hold
4,500
0.07% 171
2023
Q1
$234K Hold
4,500
0.08% 171
2022
Q4
$227K Buy
+4,500
New +$227K 0.08% 170
2022
Q3
Sell
-4,400
Closed -$202K 195
2022
Q2
$202K Hold
4,400
0.07% 180
2022
Q1
$201 Hold
4,400
0.04% 184
2021
Q4
$237K Sell
4,400
-180
-4% -$9.7K 0.07% 180
2021
Q3
$248K Hold
4,580
0.07% 165
2021
Q2
$268K Hold
4,580
0.09% 155
2021
Q1
$256K Sell
4,580
-100
-2% -$5.59K 0.09% 157
2020
Q4
$282 Buy
+4,680
New +$282 0.05% 138
2020
Q3
Sell
-4,480
Closed -$269K 169
2020
Q2
$269K Hold
4,480
0.12% 124
2020
Q1
$224K Sell
4,480
-215
-5% -$10.8K 0.12% 131
2019
Q4
$270 Buy
4,695
+5
+0.1% 0.03% 141
2019
Q3
$282K Hold
4,690
0.13% 127
2019
Q2
$285 Hold
4,690
0.01% 140
2019
Q1
$273K Hold
4,690
0.11% 133
2018
Q4
$252 Hold
4,690
0.02% 130
2018
Q3
$252K Hold
4,690
0.11% 136
2018
Q2
$261 Hold
4,690
0.02% 138
2018
Q1
$267K Buy
4,690
+15
+0.3% +$854 0.13% 136
2017
Q4
$263K Sell
4,675
-360
-7% -$20.3K 0.13% 148
2017
Q3
$297K Hold
5,035
0.16% 126
2017
Q2
$278K Sell
5,035
-100
-2% -$5.52K 0.15% 132
2017
Q1
$255 Hold
5,135
0.11% 137
2016
Q4
$211K Buy
5,135
+360
+8% +$14.8K 0.13% 139
2016
Q3
$220K Hold
4,775
0.14% 139
2016
Q2
$224K Sell
4,775
-375
-7% -$17.6K 0.14% 138
2016
Q1
$230K Sell
5,150
-100
-2% -$4.47K 0.17% 125
2015
Q4
$227K Sell
5,250
-125
-2% -$5.41K 0.16% 131
2015
Q3
$216K Hold
5,375
0.14% 129
2015
Q2
$225K Hold
5,375
0.16% 138
2015
Q1
$224K Buy
+5,375
New +$224K 0.16% 136