Community Financial Services Group’s Unilever UL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,931	Closed	-$223K	–	112
2024 Q4	$223K	Buy	3,931 +402	+11%	+$22.8K	0.04%	110
2024 Q3	$229K	Buy	+3,529	New	+$229K	0.05%	115