Wellington Shields & Co’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Hold |
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|
2025
Q2 | $233K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $500K | Sell |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.02M | Hold |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $314K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $214K | Buy |
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