Valley National Advisers’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 | $197K | Sell |
3,468
-248
| -7% | -$16.6K | 0.03% | 250 |
|
|
2025
Q4 | $243K | Sell |
3,716
-23
| -0.6% | -$1.55K | 0.03% | 225 |
|
|
2025
Q3 | $249K | Sell |
3,739
-1,428
| -28% | -$98.6K | 0.04% | 211 |
|
|
2025
Q2 | $355K | Sell |
5,167
-570
| -10% | -$40K | 0.06% | 192 |
|
|
2025
Q1 | $384K | Sell |
5,737
-553
| -9% | -$35.7K | 0.07% | 180 |
|
|
2024
Q4 | $401K | Sell |
6,290
-895
| -12% | -$60.4K | 0.07% | 178 |
|
|
2024
Q3 | $524K | Sell |
7,185
-9,030
| -56% | -$624K | 0.09% | 160 |
|
|
2024
Q2 | $1M | Sell |
16,215
-828
| -5% | -$48.9K | 0.15% | 115 |
|
|
2024
Q1 | $962K | Sell |
17,043
-117
| -0.7% | -$6.48K | 0.15% | 119 |
|
|
2023
Q4 | $935K | Sell |
17,160
-346
| -2% | -$18.7K | 0.15% | 119 |
|
|
2023
Q3 | $973K | Sell |
17,506
-666
| -4% | -$38.5K | 0.17% | 109 |
|
|
2023
Q2 | $1.07M | Sell |
18,172
-2,014
| -10% | -$120K | 0.18% | 105 |
|
|
2023
Q1 | $1.24M | Sell |
20,186
-548
| -3% | -$31.1K | 0.22% | 90 |
|
|
2022
Q4 | $1.19M | Sell |
20,734
-126
| -0.6% | -$6.74K | 0.21% | 92 |
|
|
2022
Q3 | $1.04M | Sell |
20,860
-1,272
| -6% | -$66.5K | 0.22% | 96 |
|
|
2022
Q2 | $1.15M | Sell |
22,132
-63
| -0.3% | -$3.21K | 0.24% | 81 |
|
|
2022
Q1 | $1.14M | Hold |
22,195
| – | – | 0.22% | 96 |
|
|
2021
Q4 | $1.34M | Sell |
22,195
-38
| -0.2% | -$2.26K | 0.25% | 104 |
|
|
2021
Q3 | $1.36M | Sell |
22,233
-95
| -0.4% | -$6.05K | 0.25% | 96 |
|
|
2021
Q2 | $1.47M | Sell |
22,328
-167
| -0.7% | -$11.1K | 0.27% | 90 |
|
|
2021
Q1 | $1.41M | Sell |
22,495
-735
| -3% | -$46.8K | 0.28% | 88 |
|
|
2020
Q4 | $1.58M | Sell |
23,230
-1,186
| -5% | -$80.5K | 0.33% | 58 |
|
|
2020
Q3 | $1.69M | Sell |
24,416
-1,932
| -7% | -$129K | 0.39% | 45 |
|
|
2020
Q2 | $1.63M | Sell |
26,348
-6,095
| -19% | -$364K | 0.37% | 46 |
|
|
2020
Q1 | $1.85M | Sell |
32,443
-1,899
| -6% | -$119K | 0.51% | 42 |
|
|
2019
Q4 | $2.21M | Sell |
34,342
-232
| -0.7% | -$15.4K | 0.55% | 41 |
|
|
2019
Q3 | $2.34M | Sell |
34,574
-500
| -1% | -$34.6K | 0.64% | 36 |
|
|
2019
Q2 | $2.44M | Sell |
35,074
-861
| -2% | -$58.4K | 0.67% | 38 |
|
|
2019
Q1 | $2.33M | Sell |
35,935
-1,093
| -3% | -$66.6K | 0.67% | 38 |
|
|
2018
Q4 | $2.18M | Sell |
37,028
-432
| -1% | -$26K | 0.71% | 37 |
|
|
2018
Q3 | $2.32M | Sell |
37,460
-347
| -0.9% | -$21.9K | 0.8% | 35 |
|
|
2018
Q2 | $2.35M | Sell |
37,807
-552
| -1% | -$34.3K | 0.9% | 32 |
|
|
2018
Q1 | $2.4M | Sell |
38,359
-756
| -2% | -$46K | 0.89% | 30 |
|
|
2017
Q4 | $2.44M | Buy |
39,115
+6,615
| +20% | +$419K | 0.85% | 28 |
|
|
2017
Q3 | $2.12M | Sell |
32,500
-880
| -3% | -$56.6K | 0.72% | 28 |
|
|
2017
Q2 | $2.03M | Sell |
33,380
-3,208
| -9% | -$191K | 0.73% | 28 |
|
|
2017
Q1 | $2.03M | Sell |
36,588
-2,348
| -6% | -$119K | 0.77% | 27 |
|
|
2016
Q4 | $1.78M | Sell |
38,936
-1,115
| -3% | -$52K | 0.82% | 34 |
|
|
2016
Q3 | $2.14M | Sell |
40,051
-515
| -1% | -$27.2K | 1.1% | 24 |
|
|
2016
Q2 | $2.19M | Sell |
40,566
-221
| -0.5% | -$11.3K | 1.14% | 24 |
|
|
2016
Q1 | $2.07M | Sell |
40,787
-539
| -1% | -$26.2K | 1.11% | 25 |
|
|
2015
Q4 | $2M | Sell |
41,326
-584
| -1% | -$28.5K | 1.18% | 23 |
|
|
2015
Q3 | $1.92M | Sell |
41,910
-1,016
| -2% | -$48.6K | 1.16% | 24 |
|
|
2015
Q2 | $2.08M | Sell |
42,926
-151
| -0.4% | -$7.46K | 1.17% | 22 |
|
|
2015
Q1 | $2.02M | Buy |
43,077
+7,947
| +23% | +$381K | 1.19% | 24 |
|
|
2014
Q4 | $1.63M | Buy |
+35,130
| New | +$1.61M | 1.23% | 26 |
|
Other funds holding UL
