HBW Advisory Services’s Unilever UL Stock Holding History

HBW Advisory Services’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
2025 Q2	–	Sell	-1,286	Closed	-$86.2K	–	421
2025 Q1	$86.2K	Sell	1,286 -3,517	-73%	-$227K	0.01%	376
2024 Q4	$306K	Sell	4,803 -405	-8%	-$27.3K	0.03%	272
2024 Q3	$381K	Sell	5,208 -39,363	-88%	-$2.72M	0.06%	238
2024 Q2	$2.76M	Buy	44,571 +7,815	+21%	+$462K	0.46%	67
2024 Q1	$2M	Hold	36,756	–	–	0.38%	84
2023 Q4	$2M	Sell	36,756 -229	-0.6%	-$12.4K	0.38%	84
2023 Q3	$2.06M	Buy	36,985 +17,072	+86%	+$987K	0.43%	71
2023 Q2	$1.17M	Buy	19,913 +260	+1%	+$15.4K	0.25%	95
2023 Q1	$1.15M	Buy	19,653 +3,450	+21%	+$196K	0.29%	89
2022 Q4	$918K	Sell	16,203 -468	-3%	-$25K	0.24%	112
2022 Q3	$822K	Buy	16,671 +187	+1%	+$9.77K	0.23%	119
2022 Q2	$850K	Buy	+16,484	New	+$840K	0.22%	116

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State Farm Mutual Automobile Insurance

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ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return