Mendel Money Management’s UL Solutions ULS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Sell
42,047
-4,390
-9% -$320K 1.36% 25
2025
Q1
$2.62M Sell
46,437
-1,725
-4% -$97.3K 1.24% 25
2024
Q4
$2.4M Buy
48,162
+3,047
+7% +$152K 1.07% 33
2024
Q3
$2.22M Buy
45,115
+20,255
+81% +$999K 0.96% 33
2024
Q2
$1.05M Buy
+24,860
New +$1.05M 0.49% 53