Shell Asset Management’s Unity U Stock Holding History

Shell Asset Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.16M	Sell
2025 Q1	$2.74M	Sell
2024 Q4	$3.27M	Buy
2024 Q3	$2.27M	Buy
2024 Q1	$2.69M	Sell
2023 Q4	$6.95M	Sell
2023 Q3	$6.68M	Buy
2023 Q2	$6.98M	Buy
2021 Q3	–	Sell
2021 Q2	$25K	Buy