Moran Wealth Management’s Unilever UL Stock Holding History

Moran 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
2025 Q3	$4.88M	Buy
2025 Q2	$4.86M	Buy
2025 Q1	$4.6M	Sell
2024 Q4	$5.74M	Sell
2024 Q3	$6.8M	Sell
2024 Q2	$5.84M	Sell
2024 Q1	$5.34M	Buy
2023 Q4	$5.05M	Buy