AWA
Aaron Wealth Advisors’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
20,558
+977
| +5% | +$59.8K | 0.13% | 111 |
|
|
2025
Q1 | $1.17M | Buy |
19,581
+606
| +3% | +$36.1K | 0.13% | 107 |
|
|
2024
Q4 | $1.08M | Buy |
18,975
+2,351
| +14% | +$133K | 0.12% | 110 |
|
|
2024
Q3 | $1.08M | Buy |
16,624
+3,148
| +23% | +$204K | 0.13% | 111 |
|
|
2024
Q2 | $741K | Buy |
13,476
+361
| +3% | +$19.9K | 0.1% | 129 |
|
|
2024
Q1 | $658K | Buy |
13,115
+6,648
| +103% | +$334K | 0.09% | 132 |
|
|
2023
Q4 | $314K | Buy |
6,467
+1,012
| +19% | +$49.1K | 0.05% | 188 |
|
|
2023
Q3 | $269K | Buy |
5,455
+186
| +4% | +$9.19K | 0.03% | 210 |
|
|
2023
Q2 | $275K | Buy |
5,269
+791
| +18% | +$41.2K | 0.04% | 213 |
|
|
2023
Q1 | $233K | Buy |
+4,478
| New | +$233K | 0.03% | 227 |
|
|
2022
Q2 | – | Sell |
-29,985
| Closed | -$658K | – | 807 |
|
|
2022
Q1 | $658K | Buy |
+29,985
| New | +$658K | 0.01% | 450 |
|