KWA
UL icon

Kingswood Wealth Advisors’s Unilever UL Stock Holding History

Kingswood Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$294K Sell
4,810
-538
-10% -$32.9K 0.02% 578
2025
Q1 		$318K Sell
5,348
-364
-6% -$21.7K 0.03% 527
2024
Q4 		$324K Buy
5,712
+1,703
+42% +$96.6K 0.02% 581
2024
Q3 		$260K Buy
+4,009
New +$260K 0.02% 612