UPS
PEO

UHLMANN PRICE SECURITIES’s Adams Natural Resources Fund PEO Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.32M Buy
61,675
+466
+0.8% +$9.96K 0.94% 21
2025
Q1 		$1.4M Buy
61,209
+10,987
+22% +$251K 1.03% 21
2024
Q4 		$1.09M Buy
50,222
+1,005
+2% +$21.9K 0.82% 27
2024
Q3 		$1.1M Buy
+49,217
New +$1.1M 0.87% 20