Welch & Forbes’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
18,011
+4,005
| +29% | +$245K | 0.01% | 219 |
|
|
2025
Q1 | $834K | Sell |
14,006
-416
| -3% | -$24.8K | 0.01% | 234 |
|
|
2024
Q4 | $818K | Sell |
14,422
-125
| -0.9% | -$7.09K | 0.01% | 238 |
|
|
2024
Q3 | $945K | Buy |
14,547
+281
| +2% | +$18.3K | 0.01% | 230 |
|
|
2024
Q2 | $792K | Sell |
14,266
-1,584
| -10% | -$88K | 0.01% | 242 |
|
|
2024
Q1 | $796K | Sell |
15,850
-6,944
| -30% | -$349K | 0.01% | 245 |
|
|
2023
Q4 | $1.11M | Sell |
22,794
-500
| -2% | -$24.2K | 0.02% | 220 |
|
|
2023
Q3 | $1.15M | Sell |
23,294
-13
| -0.1% | -$642 | 0.02% | 215 |
|
|
2023
Q2 | $1.21M | Buy |
23,307
+13
| +0.1% | +$678 | 0.02% | 210 |
|
|
2023
Q1 | $1.21M | Sell |
23,294
-251
| -1% | -$13K | 0.02% | 210 |
|
|
2022
Q4 | $1.19M | Hold |
23,545
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $1.03M | Buy |
23,545
+251
| +1% | +$11K | 0.02% | 219 |
|
|
2022
Q2 | $1.07M | Buy |
23,294
+500
| +2% | +$22.9K | 0.02% | 219 |
|
|
2022
Q1 | $1.04M | Hold |
22,794
| – | – | 0.02% | 229 |
|
|
2021
Q4 | $1.23M | Hold |
22,794
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $1.24M | Buy |
22,794
+2,000
| +10% | +$108K | 0.02% | 212 |
|
|
2021
Q2 | $1.22M | Buy |
20,794
+508
| +3% | +$29.7K | 0.02% | 212 |
|
|
2021
Q1 | $1.13M | Hold |
20,286
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $1.23M | Buy |
20,286
+7,562
| +59% | +$457K | 0.02% | 198 |
|
|
2020
Q3 | $785K | Hold |
12,724
| – | – | 0.02% | 218 |
|
|
2020
Q2 | $699K | Hold |
12,724
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $643K | Buy |
12,724
+284
| +2% | +$14.4K | 0.02% | 216 |
|
|
2019
Q4 | $711K | Hold |
12,440
| – | – | 0.02% | 234 |
|
|
2019
Q3 | $748K | Hold |
12,440
| – | – | 0.02% | 225 |
|
|
2019
Q2 | $771K | Hold |
12,440
| – | – | 0.02% | 220 |
|
|
2019
Q1 | $718K | Sell |
12,440
-55
| -0.4% | -$3.17K | 0.02% | 222 |
|
|
2018
Q4 | $653K | Buy |
12,495
+55
| +0.4% | +$2.87K | 0.02% | 219 |
|
|
2018
Q3 | $684K | Hold |
12,440
| – | – | 0.02% | 229 |
|
|
2018
Q2 | $688K | Hold |
12,440
| – | – | 0.02% | 223 |
|
|
2018
Q1 | $691K | Buy |
+12,440
| New | +$691K | 0.02% | 228 |
|