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Briaud Financial Planning’s Unilever UL Stock Holding History

Briaud Financial Planning’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 		– Sell
-351
Closed -$24K – 318
2025
Q2 		$24K Buy
+351
New +$24.6K 0.01% 154

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Briaud Financial Planning's UL Position: Q3 2025 in Review

Briaud Financial Planning sold out of Unilever (UL) in Q3 2025, closing a stake of 351 shares — an estimated $24K sold.

Briaud Financial Planning first reported a position in UL in Q2 2025 and held it in 1 quarter. The position peaked at $24K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

  • Briaud Financial Planning reported no remaining Unilever position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 351 Unilever shares in Q3 2025, an estimated $24K.
  • Briaud Financial Planning first reported a position in Unilever in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Unilever position peaked at $24K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.