Congress Wealth Management’s Unilever UL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$999K	Buy	16,337 +6,402	+64%	+$392K	0.01%	705
2025 Q1	$590K	Buy	9,935 +5,451	+122%	+$324K	0.01%	768
2024 Q4	$254K	Sell	4,484 -2,545	-36%	-$144K	﹤0.01%	801
2024 Q3	$457K	Buy	+7,029	New	+$457K	0.01%	649