SIAP
Sterling Investment Advisors (Pennsylvania)’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
5,025
-700
| -12% | -$42.8K | 0.07% | 154 |
|
|
2025
Q1 | $341K | Sell |
5,725
-1
| -0% | -$60 | 0.08% | 142 |
|
|
2024
Q4 | $325K | Sell |
5,726
-1,200
| -17% | -$68K | 0.08% | 126 |
|
|
2024
Q3 | $450K | Sell |
6,926
-250
| -3% | -$16.2K | 0.11% | 110 |
|
|
2024
Q2 | $395K | Hold |
7,176
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $360K | Hold |
7,176
| – | – | 0.1% | 114 |
|
|
2023
Q4 | $348K | Hold |
7,176
| – | – | 0.11% | 109 |
|
|
2023
Q3 | $354K | Hold |
7,176
| – | – | 0.12% | 106 |
|
|
2023
Q2 | $374K | Hold |
7,176
| – | – | 0.12% | 107 |
|
|
2023
Q1 | $373K | Hold |
7,176
| – | – | 0.13% | 107 |
|
|
2022
Q4 | $361K | Sell |
7,176
-600
| -8% | -$30.2K | 0.13% | 110 |
|
|
2022
Q3 | $341K | Sell |
7,776
-500
| -6% | -$21.9K | 0.13% | 112 |
|
|
2022
Q2 | $379K | Sell |
8,276
-1,425
| -15% | -$65.3K | 0.13% | 104 |
|
|
2022
Q1 | $442K | Sell |
9,701
-3,665
| -27% | -$167K | 0.13% | 112 |
|
|
2021
Q4 | $719K | Sell |
13,366
-4,883
| -27% | -$263K | 0.2% | 102 |
|
|
2021
Q3 | $989K | Sell |
18,249
-3,636
| -17% | -$197K | 0.29% | 83 |
|
|
2021
Q2 | $1.28M | Buy |
21,885
+1,102
| +5% | +$64.5K | 0.37% | 77 |
|
|
2021
Q1 | $1.16M | Buy |
20,783
+1,878
| +10% | +$105K | 0.37% | 75 |
|
|
2020
Q4 | $1.14M | Buy |
18,905
+2,278
| +14% | +$137K | 0.39% | 70 |
|
|
2020
Q3 | $1.03M | Buy |
16,627
+2
| +0% | +$123 | 0.4% | 67 |
|
|
2020
Q2 | $912K | Hold |
16,625
| – | – | 0.38% | 71 |
|
|
2020
Q1 | $840K | Buy |
16,625
+2,675
| +19% | +$135K | 0.44% | 62 |
|
|
2019
Q4 | $797K | Buy |
13,950
+9,800
| +236% | +$560K | 0.37% | 66 |
|
|
2019
Q3 | $249K | Buy |
4,150
+1,850
| +80% | +$111K | 0.13% | 97 |
|
|
2019
Q2 | $143K | Hold |
2,300
| – | – | 0.07% | 132 |
|
|
2019
Q1 | $133K | Hold |
2,300
| – | – | 0.07% | 133 |
|
|
2018
Q4 | $120K | Hold |
2,300
| – | – | 0.07% | 133 |
|
|
2018
Q3 | $126K | Hold |
2,300
| – | – | 0.07% | 139 |
|
|
2018
Q2 | $127K | Hold |
2,300
| – | – | 0.08% | 131 |
|
|
2018
Q1 | $128K | Buy |
2,300
+400
| +21% | +$22.3K | 0.08% | 125 |
|
|
2017
Q4 | $105K | Hold |
1,900
| – | – | 0.07% | 140 |
|
|
2017
Q3 | $110K | Hold |
1,900
| – | – | 0.07% | 130 |
|
|
2017
Q2 | $103K | Hold |
1,900
| – | – | 0.07% | 134 |
|
|
2017
Q1 | $94K | Buy |
1,900
+500
| +36% | +$24.7K | 0.07% | 132 |
|
|
2016
Q4 | $57K | Buy |
+1,400
| New | +$57K | 0.05% | 147 |
|