Golden State Wealth Management’s Unilever UL Stock Holding History

Golden State 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	$20.9K	Sell	367 -1,159	-76%	-$77.7K	﹤0.01%	903
2025 Q4	$99.8K	Sell	1,526 -102	-6%	-$6.86K	0.01%	518
2025 Q3	$109K	Buy	1,628 +974	+149%	+$67.2K	0.01%	488
2025 Q2	$45K	Buy	654 +289	+79%	+$20.3K	0.01%	673
2025 Q1	$24.5K	Sell	365 -35	-9%	-$2.26K	﹤0.01%	755
2024 Q4	$25.5K	Buy	+400	New	+$27K	﹤0.01%	708
2020 Q2	–	Sell	-36	Closed	-$2K	–	866
2020 Q1	$2K	Buy	+36	New	+$2.26K	﹤0.01%	879
2019 Q4	–	Sell	-438	Closed	-$30K	–	878
2019 Q3	$30K	Buy	438 +402	+1,117%	+$27.9K	0.01%	544
2019 Q2	$2K	Sell	36 -56	-61%	-$3.8K	﹤0.01%	999
2019 Q1	$6K	Buy	+92	New	+$5.6K	﹤0.01%	883

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