Heritage Financial Services’s Unilever UL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$13K	–	445
2022 Q2	$13K	Buy	+300	New	+$13K	0.01%	287