FourThought Financial Partners’s Unilever UL Stock Holding History

FourThought Financial Partners’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	$541K	Sell	9,493 -2,075	-18%	-$139K	0.05%	179
2025 Q4	$757K	Buy	11,568 +3,170	+38%	+$213K	0.06%	165
2025 Q3	$560K	Sell	8,398 -16	-0.2%	-$1.1K	0.05%	177
2025 Q2	$579K	Buy	8,414 +1,402	+20%	+$98.4K	0.06%	173
2025 Q1	$470K	Buy	7,012 +310	+5%	+$20K	0.05%	186
2024 Q4	$428K	Sell	6,702 -49	-0.7%	-$3.31K	0.04%	203
2024 Q3	$493K	Sell	6,751 -295	-4%	-$20.4K	0.06%	139
2024 Q2	$436K	Buy	7,046 +402	+6%	+$23.8K	0.06%	146
2024 Q1	$375K	Buy	6,644 +2,130	+47%	+$118K	0.04%	227
2023 Q4	$246K	Sell	4,514 -162	-3%	-$8.74K	0.03%	273
2023 Q3	$260K	Buy	4,676 +448	+11%	+$25.9K	0.04%	259
2023 Q2	$248K	Buy	+4,228	New	+$251K	0.03%	281

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