SWP
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Sagespring Wealth Partners’s Unilever UL Stock Holding History

Sagespring Wealth Partners’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$826K Buy
13,508
+3,741
+38% +$229K 0.02% 320
2025
Q1 		$582K Buy
9,767
+1,969
+25% +$117K 0.01% 354
2024
Q4 		$442K Buy
+7,798
New +$442K 0.01% 378