Net Worth Advisory Group’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
4,737
-57
-1% -$3.49K 0.06% 317
2025
Q1
$285K Sell
4,794
-226
-5% -$13.5K 0.09% 267
2024
Q4
$285K Sell
5,020
-167
-3% -$9.47K 0.09% 262
2024
Q3
$337K Buy
+5,187
New +$337K 0.1% 237