Bond & Devick Financial Network’s Unilever UL Stock Holding History

Bond & Devick Financial Network’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 Q2	$523K	Hold	8,697	–	–	0.13%	107
2026 Q1	$495K	Hold	8,697	–	–	0.14%	101
2025 Q4	$569K	Buy	8,697 +173	+2%	+$11.6K	0.16%	86
2025 Q3	$568K	Buy	8,524 +712	+9%	+$49.1K	0.17%	87
2025 Q2	$538K	Sell	7,812 -445	-5%	-$31.2K	0.18%	83
2025 Q1	$553K	Buy	8,257 +25	+0.3%	+$1.61K	0.2%	78
2024 Q4	$602K	Hold	8,232	–	–	0.26%	72
2024 Q3	$602K	Hold	8,232	–	–	0.26%	72
2024 Q2	$509K	Buy	8,232 +42	+0.5%	+$2.48K	0.27%	71
2024 Q1	$462K	Sell	8,190 -73	-0.9%	-$4.04K	0.25%	79
2023 Q4	$451K	Buy	8,263 +14	+0.2%	+$755	0.26%	77
2023 Q3	$458K	Buy	8,249 +314	+4%	+$18.1K	0.29%	69
2023 Q2	$465K	Hold	7,935	–	–	0.29%	70
2023 Q1	$464K	Sell	7,935 -187	-2%	-$10.6K	0.3%	71
2022 Q4	$460K	Buy	8,122 +800	+11%	+$42.8K	0.33%	65
2022 Q3	$361K	Buy	7,322 +489	+7%	+$25.5K	0.3%	72
2022 Q2	$352K	Sell	6,833 -3,502	-34%	-$178K	0.31%	77
2022 Q1	$530K	Sell	10,335 -517	-5%	-$28.8K	0.42%	56
2021 Q4	$657K	Buy	10,852 +623	+6%	+$37K	0.49%	48
2021 Q3	$624K	Buy	10,229 +111	+1%	+$7.07K	0.52%	49
2021 Q2	$666K	Hold	10,118	–	–	0.55%	48
2021 Q1	$636K	Sell	10,118 -2,173	-18%	-$138K	0.59%	45
2020 Q4	$835K	Buy	+12,291	New	+$834K	0.95%	32

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