Congress Wealth Management’s Unilever UL Stock Holding History

Congress Wealth Management’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 Q2	$999K	Buy	14,522 +5,691	+64%	+$399K	0.01%	705
2025 Q1	$590K	Buy	8,831 +4,845	+122%	+$313K	0.01%	768
2024 Q4	$254K	Sell	3,986 -2,262	-36%	-$153K	﹤0.01%	801
2024 Q3	$457K	Buy	+6,248	New	+$432K	0.01%	649

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