Meridian Wealth Management’s Unilever UL Stock Holding History

Meridian Wealth Management’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
2026 Q1	$298K	Sell	5,223 -217	-4%	-$14.5K	0.01%	648
2025 Q4	$356K	Sell	5,440 -38,668	-88%	-$2.6M	0.01%	581
2025 Q3	$2.94M	Sell	44,108 -1,169	-3%	-$80.7K	0.11%	164
2025 Q2	$3.12M	Buy	45,277 +215	+0.5%	+$15.1K	0.13%	156
2025 Q1	$3.02M	Sell	45,062 -1,828	-4%	-$118K	0.15%	150
2024 Q4	$2.99M	Buy	46,890 +225	+0.5%	+$15.2K	0.14%	148
2024 Q3	$3.41M	Buy	+46,665	New	+$3.23M	0.17%	132
2024 Q1	–	Sell	-44,181	Closed	-$2.41M	–	527
2023 Q4	$2.41M	Buy	+44,181	New	+$2.38M	0.15%	152

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