Paragon Private Wealth Management’s Unilever UL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Buy	4,007 +134	+3%	+$8.2K	0.1%	175
2025 Q1	$231K	Sell	3,873 -128	-3%	-$7.62K	0.11%	170
2024 Q4	$227K	Buy	4,001 +134	+3%	+$7.6K	0.1%	158
2024 Q3	$251K	Buy	+3,867	New	+$251K	0.12%	145