Tompkins Financial’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 | – | Sell |
-89
| Closed | -$5.96K | – | 575 |
|
|
2025
Q1 | $5.96K | Hold |
89
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $5.67K | Hold |
89
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $6.5K | Hold |
89
| – | – | ﹤0.01% | 503 |
|
|
2024
Q2 | $5.5K | Hold |
89
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $5.02K | Hold |
89
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $4.85K | Hold |
89
| – | – | ﹤0.01% | 549 |
|
|
2023
Q3 | $4.94K | Hold |
89
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $5.21K | Hold |
89
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $5.19K | Hold |
89
| – | – | ﹤0.01% | 529 |
|
|
2022
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 529 |
|
|
2022
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 536 |
|
|
2022
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 310 |
|
|
2021
Q3 | $5K | Buy |
+89
| New | +$5.67K | ﹤0.01% | 354 |
|
|
2021
Q1 | $6K | Sell |
89
-45
| -34% | -$2.87K | ﹤0.01% | 387 |
|
|
2020
Q4 | $9K | Buy |
134
+45
| +51% | +$3.05K | ﹤0.01% | 372 |
|
|
2020
Q3 | $6K | Hold |
89
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $5K | Buy |
+89
| New | +$5.58K | ﹤0.01% | 355 |
|
|
2019
Q2 | – | Sell |
-267
| Closed | -$17K | – | 402 |
|
|
2019
Q1 | $17K | Hold |
267
| – | – | ﹤0.01% | 323 |
|
|
2018
Q4 | $16K | Hold |
267
| – | – | ﹤0.01% | 312 |
|
|
2018
Q3 | $16K | Sell |
267
-73
| -21% | -$4.6K | ﹤0.01% | 338 |
|
|
2018
Q2 | $21K | Buy |
340
+73
| +27% | +$4.54K | ﹤0.01% | 337 |
|
|
2018
Q1 | $17K | Hold |
267
| – | – | ﹤0.01% | 334 |
|
|
2017
Q4 | $17K | Hold |
267
| – | – | ﹤0.01% | 301 |
|
|
2017
Q3 | $17K | Hold |
267
| – | – | ﹤0.01% | 311 |
|
|
2017
Q2 | $16K | Hold |
267
| – | – | ﹤0.01% | 296 |
|
|
2017
Q1 | $15K | Hold |
267
| – | – | ﹤0.01% | 295 |
|
|
2016
Q4 | $12K | Hold |
267
| – | – | ﹤0.01% | 311 |
|
|
2016
Q3 | $14K | Buy |
+267
| New | +$14.1K | ﹤0.01% | 303 |
|