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 |
|