AWM
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Aries Wealth Management’s Unilever UL Stock Holding History

Aries Wealth Management’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
2025
Q1 		– Sell
-4,639
Closed -$296K – 236
2024
Q4 		$296K Sell
4,639
-1,165
-20% -$78.7K 0.08% 179
2024
Q3 		$424K Sell
5,804
-177
-3% -$12.2K 0.12% 150
2024
Q2 		$370K Hold
5,981
– – 0.12% 143
2024
Q1 		$338K Buy
5,981
+177
+3% +$9.81K 0.11% 153
2023
Q4 		$317K Buy
5,804
+134
+2% +$7.23K 0.11% 149
2023
Q3 		$306K Buy
5,670
+178
+3% +$10.3K 0.12% 148
2023
Q2 		$322K Sell
5,492
-116
-2% -$6.89K 0.12% 145
2023
Q1 		$328K Buy
5,608
+622
+12% +$35.3K 0.13% 139
2022
Q4 		$282K Buy
+4,986
New +$267K 0.12% 151
2021
Q4 		– Sell
-3,591
Closed -$219K – 194
2021
Q3 		$219K Hold
3,591
– – 0.09% 163
2021
Q2 		$236K Hold
3,591
– – 0.1% 159
2021
Q1 		$229K Hold
3,591
– – 0.1% 156
2020
Q4 		$245K Buy
+3,591
New +$244K 0.12% 144
2019
Q3 		– Sell
-2,880
Closed -$205K – 166
2019
Q2 		$205K Buy
+2,880
New +$195K 0.14% 146

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