Avantax Planning Partners’s Unilever UL Stock Holding History

Avantax Planning Partners’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 Q3	$258K	Sell
2025 Q2	$315K	Sell
2025 Q1	$309K	Sell
2024 Q4	$296K	Sell
2024 Q3	$368K	Sell
2024 Q2	$320K	Sell
2024 Q1	$334K	Buy
2018 Q4	–	Sell
2018 Q3	$15K	Buy
2018 Q2	–	Sell
2018 Q1	$15K	Buy