Sage Mountain 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 | $242K | Buy |
3,953
+65
| +2% | +$3.98K | 0.02% | 370 |
|
|
2025
Q1 | $232K | Buy |
3,888
+245
| +7% | +$14.6K | 0.02% | 350 |
|
|
2024
Q4 | $207K | Sell |
3,643
-1,698
| -32% | -$96.3K | 0.02% | 367 |
|
|
2024
Q3 | $347K | Buy |
5,341
+571
| +12% | +$37.1K | 0.03% | 257 |
|
|
2024
Q2 | $262K | Sell |
4,770
-2,455
| -34% | -$135K | 0.02% | 286 |
|
|
2024
Q1 | $363K | Buy |
+7,225
| New | +$363K | 0.04% | 210 |
|