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National Wealth Management Group’s Unilever UL Stock Holding History

National Wealth Management Group’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
2024
Q4 		– Sell
-4,950
Closed -$362K – 174
2024
Q3 		$362K Buy
+4,950
New +$342K 0.25% 99

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National Wealth Management Group's UL Position: Q4 2024 in Review

National Wealth Management Group sold out of Unilever (UL) in Q4 2024, closing a stake of 4,950 shares — an estimated $362K sold.

National Wealth Management Group first reported a position in UL in Q3 2024 and held it in 1 quarter. The position peaked at $362K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold UL as of Q4 2024.

  • National Wealth Management Group reported no remaining Unilever position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 4,950 Unilever shares in Q4 2024, an estimated $362K.
  • National Wealth Management Group first reported a position in Unilever in Q3 2024 and held it in 1 quarter.
  • National Wealth Management Group's Unilever position peaked at $362K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Unilever as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.