UHLMANN PRICE SECURITIES’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$281K	Buy	3,987 +6	+0.2%	+$422	0.2%	128
2025 Q1	$292K	Buy	3,981 +5	+0.1%	+$366	0.21%	114
2024 Q4	$249K	Buy	3,976 +7	+0.2%	+$439	0.19%	128
2024 Q3	$262K	Buy	+3,969	New	+$262K	0.21%	128