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 |
|