Sage Investment Counsel’s Unilever UL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,100
Closed -$304K 134
2025
Q1
$304K Sell
5,100
-2,559
-33% -$152K 0.39% 80
2024
Q4
$434K Buy
+7,659
New +$434K 0.57% 54