MSWA
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Marshall & Sterling Wealth Advisors’s Unilever UL Stock Holding History

Marshall & Sterling 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 		$2.32K Sell
38
-152
-80% -$9.3K ﹤0.01% 537
2025
Q1 		$11.3K Buy
+190
New +$11.3K 0.01% 300