Unified Investment Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Buy
18,996
+269
+1% +$18.9K 1.43% 16
2025
Q1
$1.37M Buy
18,727
+276
+1% +$20.2K 1.62% 14
2024
Q4
$1.16M Buy
+18,451
New +$1.16M 1.31% 22