DWM
Diversify Wealth Management’s Unilever UL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
29,126
+1,972
| +7% | +$120K | 0.11% | 191 |
|
|
2025
Q1 | $1.71M | Buy |
27,154
+365
| +1% | +$23K | 0.13% | 181 |
|
|
2024
Q4 | $1.48M | Buy |
26,789
+3,021
| +13% | +$167K | 0.12% | 178 |
|
|
2024
Q3 | $1.44M | Buy |
23,768
+431
| +2% | +$26.1K | 0.14% | 161 |
|
|
2024
Q2 | $1.42M | Buy |
+23,337
| New | +$1.42M | 0.18% | 126 |
|