Sterling Investment Advisors (Pennsylvania)’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $374K | Hold |
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|
2023
Q1 | $373K | Hold |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $379K | Sell |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $719K | Sell |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $912K | Hold |
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|
2020
Q1 | $840K | Buy |
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|
2019
Q4 | $797K | Buy |
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|
2019
Q3 | $249K | Buy |
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|
2019
Q2 | $143K | Hold |
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|
2019
Q1 | $133K | Hold |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $126K | Hold |
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|
2018
Q2 | $127K | Hold |
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|
2018
Q1 | $128K | Buy |
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|
2017
Q4 | $105K | Hold |
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|
2017
Q3 | $110K | Hold |
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|
2017
Q2 | $103K | Hold |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $57K | Buy |
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