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 |
|