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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $239K | Hold |
4,197
| – | – | 0.04% | 190 |
|
|
2025
Q4 | $274K | Sell |
4,197
-3
| -0.1% | -$202 | 0.05% | 175 |
|
|
2025
Q3 | $280K | Sell |
4,200
-267
| -6% | -$18.4K | 0.05% | 167 |
|
|
2025
Q2 | $307K | Sell |
4,467
-622
| -12% | -$43.6K | 0.07% | 154 |
|
|
2025
Q1 | $341K | Sell |
5,089
-1
| -0% | -$65 | 0.08% | 142 |
|
|
2024
Q4 | $325K | Sell |
5,090
-1,066
| -17% | -$72K | 0.08% | 126 |
|
|
2024
Q3 | $450K | Sell |
6,156
-223
| -3% | -$15.4K | 0.11% | 110 |
|
|
2024
Q2 | $395K | Hold |
6,379
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $360K | Hold |
6,379
| – | – | 0.1% | 114 |
|
|
2023
Q4 | $348K | Hold |
6,379
| – | – | 0.11% | 109 |
|
|
2023
Q3 | $354K | Hold |
6,379
| – | – | 0.12% | 106 |
|
|
2023
Q2 | $374K | Hold |
6,379
| – | – | 0.12% | 107 |
|
|
2023
Q1 | $373K | Hold |
6,379
| – | – | 0.13% | 107 |
|
|
2022
Q4 | $361K | Sell |
6,379
-533
| -8% | -$28.5K | 0.13% | 110 |
|
|
2022
Q3 | $341K | Sell |
6,912
-444
| -6% | -$23.2K | 0.13% | 112 |
|
|
2022
Q2 | $379K | Sell |
7,356
-1,267
| -15% | -$64.5K | 0.13% | 104 |
|
|
2022
Q1 | $442K | Sell |
8,623
-3,258
| -27% | -$181K | 0.13% | 112 |
|
|
2021
Q4 | $719K | Sell |
11,881
-4,340
| -27% | -$258K | 0.2% | 102 |
|
|
2021
Q3 | $989K | Sell |
16,221
-3,232
| -17% | -$206K | 0.29% | 83 |
|
|
2021
Q2 | $1.28M | Buy |
19,453
+979
| +5% | +$65.1K | 0.37% | 77 |
|
|
2021
Q1 | $1.16M | Buy |
18,474
+1,670
| +10% | +$106K | 0.37% | 75 |
|
|
2020
Q4 | $1.14M | Buy |
16,804
+2,024
| +14% | +$137K | 0.39% | 70 |
|
|
2020
Q3 | $1.03M | Buy |
14,780
+2
| +0% | +$133 | 0.4% | 67 |
|
|
2020
Q2 | $912K | Hold |
14,778
| – | – | 0.38% | 71 |
|
|
2020
Q1 | $840K | Buy |
14,778
+2,378
| +19% | +$149K | 0.44% | 62 |
|
|
2019
Q4 | $797K | Buy |
12,400
+8,711
| +236% | +$579K | 0.37% | 66 |
|
|
2019
Q3 | $249K | Buy |
3,689
+1,645
| +80% | +$114K | 0.13% | 97 |
|
|
2019
Q2 | $143K | Hold |
2,044
| – | – | 0.07% | 132 |
|
|
2019
Q1 | $133K | Hold |
2,044
| – | – | 0.07% | 133 |
|
|
2018
Q4 | $120K | Hold |
2,044
| – | – | 0.07% | 133 |
|
|
2018
Q3 | $126K | Hold |
2,044
| – | – | 0.07% | 139 |
|
|
2018
Q2 | $127K | Hold |
2,044
| – | – | 0.08% | 131 |
|
|
2018
Q1 | $128K | Buy |
2,044
+355
| +21% | +$21.6K | 0.08% | 125 |
|
|
2017
Q4 | $105K | Hold |
1,689
| – | – | 0.07% | 140 |
|
|
2017
Q3 | $110K | Hold |
1,689
| – | – | 0.07% | 130 |
|
|
2017
Q2 | $103K | Hold |
1,689
| – | – | 0.07% | 134 |
|
|
2017
Q1 | $94K | Buy |
1,689
+445
| +36% | +$22.5K | 0.07% | 132 |
|
|
2016
Q4 | $57K | Buy |
+1,244
| New | +$58K | 0.05% | 148 |
|
Other funds holding UL
