Welch & Forbes’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 | $756K | Sell |
13,274
-138
| -1% | -$9.25K | 0.01% | 242 |
|
|
2025
Q4 | $877K | Sell |
13,412
-42
| -0.3% | -$2.82K | 0.01% | 233 |
|
|
2025
Q3 | $897K | Sell |
13,454
-2,556
| -16% | -$176K | 0.01% | 235 |
|
|
2025
Q2 | $1.1M | Buy |
16,010
+3,560
| +29% | +$250K | 0.01% | 219 |
|
|
2025
Q1 | $834K | Sell |
12,450
-370
| -3% | -$23.9K | 0.01% | 234 |
|
|
2024
Q4 | $818K | Sell |
12,820
-111
| -0.9% | -$7.5K | 0.01% | 238 |
|
|
2024
Q3 | $945K | Buy |
12,931
+250
| +2% | +$17.3K | 0.01% | 230 |
|
|
2024
Q2 | $792K | Sell |
12,681
-1,408
| -10% | -$83.2K | 0.01% | 242 |
|
|
2024
Q1 | $796K | Sell |
14,089
-6,172
| -30% | -$342K | 0.01% | 245 |
|
|
2023
Q4 | $1.11M | Sell |
20,261
-445
| -2% | -$24K | 0.02% | 220 |
|
|
2023
Q3 | $1.15M | Sell |
20,706
-11
| -0.1% | -$636 | 0.02% | 215 |
|
|
2023
Q2 | $1.21M | Buy |
20,717
+11
| +0.1% | +$653 | 0.02% | 210 |
|
|
2023
Q1 | $1.21M | Sell |
20,706
-223
| -1% | -$12.7K | 0.02% | 210 |
|
|
2022
Q4 | $1.19M | Hold |
20,929
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $1.03M | Buy |
20,929
+223
| +1% | +$11.7K | 0.02% | 219 |
|
|
2022
Q2 | $1.07M | Buy |
20,706
+445
| +2% | +$22.7K | 0.02% | 219 |
|
|
2022
Q1 | $1.04M | Hold |
20,261
| – | – | 0.02% | 229 |
|
|
2021
Q4 | $1.23M | Hold |
20,261
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $1.24M | Buy |
20,261
+1,777
| +10% | +$113K | 0.02% | 212 |
|
|
2021
Q2 | $1.22M | Buy |
18,484
+452
| +3% | +$30.1K | 0.02% | 212 |
|
|
2021
Q1 | $1.13M | Hold |
18,032
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $1.23M | Buy |
18,032
+6,722
| +59% | +$456K | 0.02% | 198 |
|
|
2020
Q3 | $785K | Hold |
11,310
| – | – | 0.02% | 218 |
|
|
2020
Q2 | $699K | Hold |
11,310
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $643K | Buy |
11,310
+252
| +2% | +$15.8K | 0.02% | 216 |
|
|
2019
Q4 | $711K | Hold |
11,058
| – | – | 0.02% | 234 |
|
|
2019
Q3 | $748K | Hold |
11,058
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $771K | Hold |
11,058
| – | – | 0.02% | 220 |
|
|
2019
Q1 | $718K | Sell |
11,058
-49
| -0.4% | -$2.98K | 0.02% | 222 |
|
|
2018
Q4 | $653K | Buy |
11,107
+49
| +0.4% | +$2.95K | 0.02% | 219 |
|
|
2018
Q3 | $684K | Hold |
11,058
| – | – | 0.02% | 229 |
|
|
2018
Q2 | $688K | Hold |
11,058
| – | – | 0.02% | 223 |
|
|
2018
Q1 | $691K | Buy |
+11,058
| New | +$673K | 0.02% | 228 |
|
Other funds holding UL
