Mission Wealth Management’s Unilever UL Stock Holding History

Mission 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	$534K	Sell	9,373 -302	-3%	-$20.2K	0.01%	477
2025 Q4	$633K	Sell	9,675 -171	-2%	-$11.5K	0.01%	437
2025 Q3	$657K	Sell	9,846 -710	-7%	-$49K	0.01%	420
2025 Q2	$726K	Buy	10,556 +336	+3%	+$23.6K	0.02%	392
2025 Q1	$685K	Buy	10,220 +142	+1%	+$9.16K	0.02%	384
2024 Q4	$643K	Buy	10,078 +709	+8%	+$47.9K	0.02%	372
2024 Q3	$685K	Buy	9,369 +1,360	+17%	+$94K	0.02%	365
2024 Q2	$495K	Buy	8,009 +2,110	+36%	+$125K	0.01%	410
2024 Q1	$333K	Buy	5,899 +1,000	+20%	+$55.4K	0.01%	529
2023 Q4	$267K	Buy	4,899 +551	+13%	+$29.7K	0.01%	492
2023 Q3	$242K	Buy	4,348 +7	+0.2%	+$405	0.01%	481
2023 Q2	$255K	Sell	4,341 -22	-0.5%	-$1.31K	0.01%	472
2023 Q1	$255K	Sell	4,363 -151	-3%	-$8.58K	0.01%	468
2022 Q4	$256K	Buy	4,514 +124	+3%	+$6.64K	0.01%	448
2022 Q3	$217K	Buy	+4,390	New	+$229K	0.01%	452
2022 Q2	–	Sell	-5,011	Closed	-$257K	–	561
2022 Q1	$257K	Sell	5,011 -731	-13%	-$40.7K	0.01%	456
2021 Q4	$347K	Buy	5,742 +2,002	+54%	+$119K	0.02%	398
2021 Q3	$228K	Buy	3,740 +335	+10%	+$21.3K	0.01%	466
2021 Q2	$224K	Sell	3,405 -215	-6%	-$14.3K	0.01%	454
2021 Q1	$227K	Buy	3,620 +98	+3%	+$6.24K	0.01%	409
2020 Q4	$239K	Buy	+3,522	New	+$239K	0.02%	376

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