Avidian Wealth Enterprises’s Unilever UL Stock Holding History

Avidian Wealth Enterprises’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	$1.23M	Buy	21,586 +5,245	+32%	+$352K	0.04%	264
2025 Q4	$1.07M	Sell	16,341 -240	-1%	-$16.1K	0.04%	218
2025 Q3	$1.11M	Buy	16,581 +256	+2%	+$17.7K	0.04%	204
2025 Q2	$1.12M	Sell	16,325 -383	-2%	-$26.9K	0.05%	191
2025 Q1	$1.12M	Sell	16,708 -69	-0.4%	-$4.45K	0.05%	182
2024 Q4	$1.07M	Sell	16,777 -221	-1%	-$14.9K	0.05%	177
2024 Q3	$1.24M	Sell	16,998 -1,335	-7%	-$92.3K	0.06%	159
2024 Q2	$1.13M	Buy	18,333 +267	+1%	+$15.8K	0.05%	170
2024 Q1	$1.02M	Sell	18,066 -1,148	-6%	-$63.6K	0.05%	156
2023 Q4	$1.05M	Buy	19,214 +192	+1%	+$10.4K	0.07%	162
2023 Q3	$1.06M	Sell	19,022 -9,834	-34%	-$568K	0.07%	155
2023 Q2	$1.69M	Buy	28,856 +923	+3%	+$54.8K	0.11%	125
2023 Q1	$1.63M	Buy	27,933 +3,725	+15%	+$212K	0.09%	152
2022 Q4	$1.37M	Sell	24,208 -4,422	-15%	-$237K	0.09%	141
2022 Q3	$1.41M	Sell	28,630 -193	-0.7%	-$10.1K	0.1%	123
2022 Q2	$1.49M	Buy	28,823 +2,871	+11%	+$146K	0.11%	129
2022 Q1	$1.33M	Buy	25,952 +2,986	+13%	+$166K	0.08%	159
2021 Q4	$1.39M	Buy	22,966 +4,208	+22%	+$250K	0.09%	150
2021 Q3	$1.14M	Buy	18,758 +3,308	+21%	+$211K	0.09%	122
2021 Q2	$1.02M	Buy	15,450 +1,430	+10%	+$95.1K	0.08%	130
2021 Q1	$881K	Buy	14,020 +2,258	+19%	+$144K	0.08%	132
2020 Q4	$799K	Buy	+11,762	New	+$798K	0.08%	130

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Bank of America

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State Farm Mutual Automobile Insurance

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ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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