WG
Welch Group’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
10,323
-424
| -4% | -$25.9K | 0.03% | 132 |
|
|
2025
Q1 | $636K | Sell |
10,747
-853,054
| -99% | -$50.5M | 0.03% | 125 |
|
|
2024
Q4 | $49M | Buy |
863,801
+5,344
| +0.6% | +$303K | 2.21% | 23 |
|
|
2024
Q3 | $55.8M | Sell |
858,457
-6,799
| -0.8% | -$442K | 2.42% | 21 |
|
|
2024
Q2 | $47.6M | Buy |
865,256
+7,480
| +0.9% | +$411K | 2.29% | 24 |
|
|
2024
Q1 | $43.1M | Buy |
857,776
+33,310
| +4% | +$1.67M | 2.14% | 29 |
|
|
2023
Q4 | $40M | Buy |
824,466
+18,019
| +2% | +$874K | 2.15% | 26 |
|
|
2023
Q3 | $39.8M | Buy |
806,447
+1,866
| +0.2% | +$92.2K | 2.36% | 22 |
|
|
2023
Q2 | $41.9M | Sell |
804,581
-1,214
| -0.2% | -$63.3K | 2.4% | 24 |
|
|
2023
Q1 | $41.8M | Buy |
805,795
+10,321
| +1% | +$536K | 2.43% | 27 |
|
|
2022
Q4 | $40.1M | Buy |
795,474
+18,871
| +2% | +$950K | 2.29% | 26 |
|
|
2022
Q3 | $34M | Buy |
776,603
+29,838
| +4% | +$1.31M | 2.22% | 25 |
|
|
2022
Q2 | $34.2M | Buy |
746,765
+73,816
| +11% | +$3.38M | 2.09% | 28 |
|
|
2022
Q1 | $30.7M | Buy |
672,949
+82,806
| +14% | +$3.77M | 1.75% | 31 |
|
|
2021
Q4 | $31.7M | Buy |
590,143
+9,194
| +2% | +$495K | 1.86% | 30 |
|
|
2021
Q3 | $31.5M | Buy |
580,949
+16,864
| +3% | +$914K | 2.13% | 30 |
|
|
2021
Q2 | $33M | Buy |
564,085
+21,262
| +4% | +$1.24M | 2.25% | 30 |
|
|
2021
Q1 | $30.3M | Buy |
542,823
+18,873
| +4% | +$1.05M | 2.18% | 30 |
|
|
2020
Q4 | $31.6M | Buy |
523,950
+50,658
| +11% | +$3.06M | 2.54% | 24 |
|
|
2020
Q3 | $29.2M | Buy |
473,292
+10,035
| +2% | +$619K | 2.55% | 24 |
|
|
2020
Q2 | $25.4M | Buy |
463,257
+10,026
| +2% | +$550K | 2.38% | 26 |
|
|
2020
Q1 | $22.9M | Buy |
453,231
+39,935
| +10% | +$2.02M | 2.45% | 25 |
|
|
2019
Q4 | $23.6M | Buy |
413,296
+6,707
| +2% | +$383K | 2.32% | 28 |
|
|
2019
Q3 | $24.4M | Buy |
406,589
+941
| +0.2% | +$56.6K | 2.51% | 28 |
|
|
2019
Q2 | $25.1M | Sell |
405,648
-670
| -0.2% | -$41.5K | 2.68% | 26 |
|
|
2019
Q1 | $23.5M | Buy |
406,318
+13,268
| +3% | +$766K | 2.58% | 29 |
|
|
2018
Q4 | $20.5M | Sell |
393,050
-26
| -0% | -$1.36K | 2.52% | 25 |
|
|
2018
Q3 | $21.6K | Buy |
393,076
+18,421
| +5% | +$1.01K | 2.25% | 29 |
|
|
2018
Q2 | $20.7M | Buy |
374,655
+3,877
| +1% | +$214K | 2.58% | 28 |
|
|
2018
Q1 | $20.6M | Buy |
370,778
+93,143
| +34% | +$5.17M | 2.61% | 28 |
|
|
2017
Q4 | $15.4M | Sell |
277,635
-849
| -0.3% | -$47K | 2.38% | 28 |
|
|
2017
Q3 | $16.1M | Sell |
278,484
-9,537
| -3% | -$553K | 2.7% | 26 |
|
|
2017
Q2 | $15.6M | Buy |
288,021
+15,242
| +6% | +$825K | 2.6% | 26 |
|
|
2017
Q1 | $13.5M | Buy |
272,779
+19,796
| +8% | +$977K | 2.53% | 29 |
|
|
2016
Q4 | $10.3M | Buy |
252,983
+6,615
| +3% | +$269K | 2.01% | 29 |
|
|
2016
Q3 | $11.7M | Buy |
246,368
+489
| +0.2% | +$23.2K | 2.32% | 29 |
|
|
2016
Q2 | $11.8M | Sell |
245,879
-74,470
| -23% | -$3.57M | 2.4% | 28 |
|
|
2016
Q1 | $14.5M | Buy |
320,349
+5,329
| +2% | +$241K | 2.42% | 27 |
|
|
2015
Q4 | $13.6M | Buy |
315,020
+6,009
| +2% | +$259K | 2.44% | 27 |
|
|
2015
Q3 | $12.6M | Buy |
309,011
+13,061
| +4% | +$533K | 2.44% | 25 |
|
|
2015
Q2 | $12.7M | Buy |
295,950
+9,743
| +3% | +$419K | 2.41% | 29 |
|
|
2015
Q1 | $11.9K | Buy |
286,207
+14,395
| +5% | +$600 | 2.19% | 30 |
|
|
2014
Q4 | $11M | Buy |
271,812
+19,811
| +8% | +$802K | 2.12% | 29 |
|
|
2014
Q3 | $10.6M | Buy |
252,001
+7,636
| +3% | +$320K | 2.18% | 29 |
|
|
2014
Q2 | $11.1M | Buy |
244,365
+8,660
| +4% | +$392K | 2.29% | 29 |
|
|
2014
Q1 | $10.1M | Buy |
235,705
+23,058
| +11% | +$986K | 2.28% | 29 |
|
|
2013
Q4 | $8.76M | Buy |
212,647
+4,294
| +2% | +$177K | 1.99% | 31 |
|
|
2013
Q3 | $8.04M | Buy |
208,353
+11,638
| +6% | +$449K | 1.98% | 31 |
|
|
2013
Q2 | $7.96M | Buy |
+196,715
| New | +$7.96M | 2.07% | 31 |
|