Aspen Grove Capital’s Unilever UL Stock Holding History

Aspen Grove Capital’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	$236K	Sell	4,087 -502	-11%	-$33.6K	0.05%	172
2025 Q4	$300K	Sell	4,589 -1,093	-19%	-$73.5K	0.05%	138
2025 Q3	$379K	Sell	5,682 -758	-12%	-$52.3K	0.06%	116
2025 Q2	$443K	Buy	6,440 +95	+1%	+$6.67K	0.08%	125
2025 Q1	$425K	Buy	6,345 +96	+2%	+$6.19K	0.08%	125
2024 Q4	$399K	Sell	6,249 -102	-2%	-$6.89K	0.08%	120
2024 Q3	$464K	Buy	6,351 +170	+3%	+$11.8K	0.1%	107
2024 Q2	$382K	Buy	6,181 +155	+3%	+$9.16K	0.09%	125
2024 Q1	$340K	Sell	6,026 -14	-0.2%	-$776	0.1%	128
2023 Q4	$331K	Buy	6,040 +844	+16%	+$45.5K	0.1%	116
2023 Q3	$289K	Buy	5,196 +470	+10%	+$27.2K	0.11%	124
2023 Q2	$277K	Buy	4,726 +353	+8%	+$21K	0.09%	151
2023 Q1	$255K	Buy	+4,373	New	+$248K	0.11%	121

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return