FWM
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Focused Wealth Management’s Unilever UL Stock Holding History

Focused 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
2024
Q1 		– Sell
-461
Closed -$25.1K – 921
2023
Q4 		$25.1K Buy
461
+3
+0.7% +$162 ﹤0.01% 409
2023
Q3 		$25.5K Buy
458
+3
+0.7% +$173 ﹤0.01% 381
2023
Q2 		$26.7K Buy
455
+3
+0.7% +$178 ﹤0.01% 385
2023
Q1 		$26.4K Buy
452
+2
+0.4% +$114 0.01% 395
2022
Q4 		$25.5K Buy
450
+2
+0.4% +$107 0.01% 387
2022
Q3 		$22K Buy
448
+3
+0.7% +$157 ﹤0.01% 382
2022
Q2 		$23K Buy
445
+2
+0.5% +$102 ﹤0.01% 384
2022
Q1 		$23K Buy
443
+4
+0.9% +$223 ﹤0.01% 425
2021
Q4 		$27K Buy
439
+3
+0.7% +$178 ﹤0.01% 453
2021
Q3 		$27K Buy
436
+30
+7% +$1.91K ﹤0.01% 456
2021
Q2 		$27K Buy
406
+2
+0.5% +$133 ﹤0.01% 466
2021
Q1 		$25K Buy
404
+164
+68% +$10.4K ﹤0.01% 471
2020
Q4 		$16K Sell
240
-63
-21% -$4.27K ﹤0.01% 499
2020
Q3 		$21K Buy
303
+2
+0.7% +$133 ﹤0.01% 413
2020
Q2 		$19K Buy
+301
New +$18K ﹤0.01% 419
2018
Q4 		– Sell
-4,444
Closed -$275K – 758
2018
Q3 		$275K Buy
+4,444
New +$280K 0.09% 114
2013
Q4 		– Sell
-120
Closed -$5K – 653
2013
Q3 		$5K Buy
+120
New +$5.44K ﹤0.01% 460

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