Mezzasalma Advisors’s Unilever UL Stock Holding History

Mezzasalma 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
2026 Q1	$571K	Buy	10,029 +1,313	+15%	+$88K	0.15%	86
2025 Q4	$567K	Sell	8,716 -276	-3%	-$18.5K	0.14%	91
2025 Q3	$600K	Buy	8,992 +316	+4%	+$21.8K	0.15%	83
2025 Q2	$597K	Sell	8,676 -1,568	-15%	-$110K	0.18%	73
2025 Q1	$686K	Sell	10,244 -117	-1%	-$7.55K	0.24%	61
2024 Q4	$661K	Buy	10,361 +1,481	+17%	+$100K	0.21%	58
2024 Q3	$649K	Buy	8,880 +284	+3%	+$19.6K	0.26%	43
2024 Q2	$532K	Buy	8,596 +3,312	+63%	+$196K	0.23%	44
2024 Q1	$298K	Buy	+5,284	New	+$293K	0.14%	79

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