AEPWM
Atlantic Edge Private Wealth Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
3,590
+1
| +0% | +$61 | 0.06% | 127 |
|
|
2025
Q1 | $214K | Buy |
3,589
+1
| +0% | +$60 | 0.07% | 121 |
|
|
2024
Q4 | $203K | Buy |
3,588
+1
| +0% | +$57 | 0.06% | 125 |
|
|
2024
Q3 | $233K | Buy |
3,587
+501
| +16% | +$32.5K | 0.07% | 122 |
|
|
2024
Q2 | $170K | Buy |
3,086
+661
| +27% | +$36.3K | 0.06% | 133 |
|
|
2024
Q1 | $122K | Hold |
2,425
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $118K | Buy |
+2,425
| New | +$118K | 0.05% | 146 |
|