SW
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Simplicity Wealth’s Unilever UL Stock Holding History

Simplicity Wealth’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$559K Buy
+9,134
New +$559K 0.02% 431
2024
Q3 		– Sell
-51,632
Closed -$2.84M – 1161
2024
Q2 		$2.84M Buy
51,632
+7,669
+17% +$422K 0.06% 291
2024
Q1 		$2.21M Buy
+43,963
New +$2.21M 0.05% 334