Wellington Shields & Co’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
3,812
| – | – | 0.07% | 203 |
|
|
2025
Q1 | $227K | Sell |
3,812
-500
| -12% | -$29.8K | 0.07% | 198 |
|
|
2024
Q4 | $244K | Hold |
4,312
| – | – | 0.08% | 188 |
|
|
2024
Q3 | $280K | Sell |
4,312
-700
| -14% | -$45.5K | 0.09% | 185 |
|
|
2024
Q2 | $276K | Sell |
5,012
-3,600
| -42% | -$198K | 0.09% | 174 |
|
|
2024
Q1 | $432K | Sell |
8,612
-1,500
| -15% | -$75.3K | 0.14% | 134 |
|
|
2023
Q4 | $490K | Hold |
10,112
| – | – | 0.18% | 116 |
|
|
2023
Q3 | $500K | Sell |
10,112
-1,000
| -9% | -$49.4K | 0.12% | 117 |
|
|
2023
Q2 | $579K | Sell |
11,112
-8,900
| -44% | -$464K | 0.14% | 105 |
|
|
2023
Q1 | $1.04M | Sell |
20,012
-2,088
| -9% | -$108K | 0.23% | 62 |
|
|
2022
Q4 | $1.11M | Sell |
22,100
-1,200
| -5% | -$60.4K | 0.25% | 54 |
|
|
2022
Q3 | $1.02M | Hold |
23,300
| – | – | 0.45% | 55 |
|
|
2022
Q2 | $1.07M | Buy |
23,300
+5,400
| +30% | +$248K | 0.26% | 58 |
|
|
2022
Q1 | $816K | Buy |
17,900
+12,825
| +253% | +$585K | 0.27% | 90 |
|
|
2021
Q4 | $273K | Sell |
5,075
-125
| -2% | -$6.72K | 0.05% | 178 |
|
|
2021
Q3 | $282K | Hold |
5,200
| – | – | 0.1% | 164 |
|
|
2021
Q2 | $304K | Hold |
5,200
| – | – | 0.1% | 155 |
|
|
2021
Q1 | $290K | Hold |
5,200
| – | – | 0.1% | 149 |
|
|
2020
Q4 | $314K | Buy |
+5,200
| New | +$314K | 0.11% | 134 |
|
|
2017
Q4 | – | Sell |
-3,700
| Closed | -$214K | – | 156 |
|
|
2017
Q3 | $214K | Buy |
+3,700
| New | +$214K | 0.07% | 127 |
|