Aptus Capital Advisors’s Unilever UL Stock Holding History

Aptus Capital Advisors’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.48M	Sell	26,047 -1,169	-4%	-$78.4K	0.01%	517
2025 Q4	$1.78M	Sell	27,216 -2,244	-8%	-$151K	0.02%	470
2025 Q3	$1.96M	Sell	29,460 -4,134	-12%	-$285K	0.02%	439
2025 Q2	$2.31M	Sell	33,594 -3,880	-10%	-$272K	0.02%	395
2025 Q1	$2.51M	Buy	37,474 +974	+3%	+$62.8K	0.03%	367
2024 Q4	$2.33M	Buy	36,500 +30,901	+552%	+$2.09M	0.03%	378
2024 Q3	$409K	Buy	5,599 +310	+6%	+$21.4K	0.01%	591
2024 Q2	$327K	Buy	5,289 +202	+4%	+$11.9K	0.01%	597
2024 Q1	$287K	Buy	+5,087	New	+$282K	0.01%	640
2023 Q2	–	Sell	-4,134	Closed	-$242K	–	861
2023 Q1	$242K	Sell	4,134 -550	-12%	-$31.2K	0.01%	435
2022 Q4	$265K	Buy	+4,684	New	+$251K	0.01%	426

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