Unified Investment Management Purchases and Sells in Q1 2025

Unified Investment Management

$84.6 Billion
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CNXC	5.54K + 40.68%	$42.45 - $65.04 $235K - $360K	19.1K $1.07B
HALO	2.62K + 14.0%	$47.74 - $65.16 $125K - $171K	21.3K $1.36B
GPC	1.26K + 2.3%	$115.91 - $129.02 $147K - $163K	56.1K $6.69B
SHEL	276 + 1.5%	$62.84 - $73.29 $17.3K - $20.2K	18.7K $1.37B
SIRIUSXM HOLDINGS INC	9.44K + 45.97%	N/A	30K $676M
QCOM	805 + 9.15%	$151.94 - $175.86 $122K - $142K	9.61K $1.48B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRK	9.49K New	$83.01 - $101.02 $788K - $959K	9.49K $852M
APTIV PLC	11.6K New	N/A	11.6K $691M
NEXTRACKER INC	13.8K New	N/A	13.8K $583M
UBER	7.09K New	$63.17 - $81.49 $448K - $577K	7.09K $516M
TFX	3.45K New	$130.79 - $183.66 $451K - $634K	3.45K $477M
IWB	1.03K New	$302.31 - $337.54 $312K - $349K	1.03K $317M

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BMY	-16.3K - 66.74%	$53.9 - $63.11 $877K - $1.03M	8.11K $495M
NVDA	-3.28K - 22.0%	$106.98 - $149.43 $351K - $491K	11.6K $1.26B
MSFT	-754 - 14.26%	$375.39 - $447.2 $283K - $337K	4.53K $1.7B
AAPL	-1.21K - 14.83%	$209.68 - $247.1 $254K - $299K	6.96K $1.55B
AVGO	-1.4K - 43.42%	$167.43 - $244.7 $234K - $342K	1.82K $305M
AMZN	-688 - 8.05%	$190.26 - $242.06 $131K - $167K	7.86K $1.49B

Activity Summary All Purchases 39 New Holdings 11 Increased Positions 28 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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