Number of Shares
94,831.00
Current Holdings Value*
$5.65 Mil
% of Portfolio
1.65%
Total Estimate Gain
$-82,302.56
% of Total Estimate Gain
-1.30%

Lorne Steinberg Wealth Management Inc.'s Unilever PLC Holding Summary

As of 2025-03-31, Lorne Steinberg Wealth Management Inc. held 94,831.00 shares of Unilever PLC(UL), totaling $5.65 Mil. This investment constitutes 1.65% of their stock portfolio, and Lorne Steinberg Wealth Management Inc. now holds 0% of the outstanding Unilever PLC(UL) stock.

The initial trade took place in 2020Q4. And since then Lorne Steinberg Wealth Management Inc. has made 6 purchases of UL, at an average price of $59.53, for a total of 106,227.00 shares. In addition, there have been 11 sales at an average price of $50.93 for 11,396.00 shares. Based on historical transaction data and UL's current price of $59.70, Lorne Steinberg Wealth Management Inc.'s estimated gain on his UL holdings is $-82,302.56, reflecting a -1.30% gain to date.

Lorne Steinberg Wealth Management Inc. UL ($59.70) Holding Chart

Lorne Steinberg Wealth Management Inc. UL ($59.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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