CWA
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Crux Wealth Advisors’s Unilever UL Stock Holding History

Crux Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.19M Buy
19,514
+6,490
+50% +$397K 0.51% 61
2025
Q1 		$776K Buy
13,024
+6,419
+97% +$382K 0.4% 78
2024
Q4 		$375K Buy
+6,605
New +$375K 0.21% 113