West Paces Advisors’s Unilever UL Stock Holding History

West Paces Advisors’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
2025 Q1	–	Sell	-2,222	Closed	-$142K	–	586
2024 Q4	$142K	Sell	2,222 -178	-7%	-$12K	0.03%	167
2024 Q3	$175K	Buy	2,400 +2,222	+1,248%	+$154K	0.04%	151
2024 Q2	$11K	Buy	+178	New	+$10.5K	﹤0.01%	341
2021 Q4	–	Sell	-76	Closed	-$4.61K	–	630
2021 Q3	$4.61K	Sell	76 -328	-81%	-$20.9K	﹤0.01%	427
2021 Q2	$26.6K	Buy	404 +75	+23%	+$4.99K	0.01%	261
2021 Q1	$20.7K	Hold	329	–	–	0.01%	266
2020 Q4	$22.3K	Buy	+329	New	+$22.3K	0.01%	243
2019 Q1	–	Sell	-307	Closed	-$18K	–	486
2018 Q4	$18K	Hold	307	–	–	0.01%	253
2018 Q3	$19K	Hold	307	–	–	0.01%	261
2018 Q2	$19.1K	Hold	307	–	–	0.01%	260
2018 Q1	$19.2K	Hold	307	–	–	0.01%	246
2017 Q4	$19.1K	Sell	307 -89	-22%	-$5.64K	0.01%	267
2017 Q3	$25.8K	Sell	396 -26	-6%	-$1.67K	0.02%	239
2017 Q2	$25.7K	Sell	422 -178	-30%	-$10.6K	0.02%	233
2017 Q1	$33.3K	Sell	600 -351	-37%	-$17.8K	0.03%	204
2016 Q4	$43.5K	Buy	+951	New	+$44.3K	0.04%	188

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