Phillips Wealth Planners’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	–	Sell	-4,006	Closed	-$226K	–	198
2025 Q1	$226K	Buy	+4,006	New	+$226K	0.24%	154
2024 Q4	–	Sell	-4,019	Closed	-$218K	–	200
2024 Q3	$218K	Buy	+4,019	New	+$218K	0.21%	177