Avantra Family Wealth’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$974K	Buy	13,835 +514	+4%	+$36.2K	0.8%	30
2025 Q1	$976K	Buy	13,321 +325	+3%	+$23.8K	0.94%	33
2024 Q4	$814K	Buy	+12,996	New	+$814K	0.76%	40