LWMI
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Legacy Wealth Management (Idaho)’s Unilever UL Stock Holding History

Legacy Wealth Management (Idaho)’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 		$10.7K Hold
175
– – 0.01% 302
2025
Q1 		$10.4K Hold
175
– – 0.01% 314
2024
Q4 		$10.2K Hold
175
– – 0.01% 285
2024
Q3 		$10K Buy
+175
New +$10K 0.01% 309