Drive Wealth Management’s Unilever UL Stock Holding History

Drive 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
2026 Q1	$257K	Sell	4,464 -518	-10%	-$34.7K	0.05%	288
2025 Q4	$326K	Buy	4,982 +281	+6%	+$18.9K	0.06%	243
2025 Q3	$314K	Buy	4,701 +13	+0.3%	+$897	0.07%	228
2025 Q2	$323K	Buy	4,688 +332	+8%	+$23.3K	0.07%	226
2025 Q1	$292K	Sell	4,356 -579	-12%	-$37.4K	0.07%	230
2024 Q4	$315K	Buy	4,935 +94	+2%	+$6.35K	0.08%	207
2024 Q3	$354K	Sell	4,841 -285	-6%	-$19.7K	0.09%	181
2024 Q2	$317K	Sell	5,126 -219	-4%	-$12.9K	0.09%	185
2024 Q1	$302K	Sell	5,345 -1,410	-21%	-$78.1K	0.08%	201
2023 Q4	$368K	Sell	6,755 -2,039	-23%	-$110K	0.12%	161
2023 Q3	$489K	Sell	8,794 -694	-7%	-$40.1K	0.18%	110
2023 Q2	$556K	Sell	9,488 -54	-0.6%	-$3.21K	0.21%	103
2023 Q1	$557K	Sell	9,542 -1,264	-12%	-$71.8K	0.23%	104
2022 Q4	$612K	Buy	10,806 +6,582	+156%	+$352K	0.31%	80
2022 Q3	$208K	Buy	+4,224	New	+$221K	0.2%	137

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