New Wave Wealth Advisors’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
4,059
-64
-2% -$3.92K 0.11% 114
2025
Q1
$246K Sell
4,123
-2,211
-35% -$132K 0.11% 111
2024
Q4
$359K Sell
6,334
-485
-7% -$27.5K 0.15% 91
2024
Q3
$443K Sell
6,819
-262
-4% -$17K 0.2% 72
2024
Q2
$389K Buy
+7,081
New +$389K 0.21% 74