Mezzasalma Advisors’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$597K Sell
9,761
-1,763
-15% -$108K 0.18% 73
2025
Q1
$686K Sell
11,524
-132
-1% -$7.86K 0.24% 61
2024
Q4
$661K Buy
11,656
+1,666
+17% +$94.5K 0.21% 58
2024
Q3
$649K Buy
9,990
+320
+3% +$20.8K 0.26% 43
2024
Q2
$532K Buy
9,670
+3,725
+63% +$205K 0.23% 44
2024
Q1
$298K Buy
+5,945
New +$298K 0.14% 79