Ballentine Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
17,196
+2,074
| +14% | +$146K | 0.02% | 285 |
|
|
2025
Q1 | $1.11M | Buy |
15,122
+3,019
| +25% | +$221K | 0.02% | 274 |
|
|
2024
Q4 | $758K | Sell |
12,103
-1,958
| -14% | -$123K | 0.01% | 339 |
|
|
2024
Q3 | $927K | Buy |
14,061
+2,713
| +24% | +$179K | 0.02% | 297 |
|
|
2024
Q2 | $819K | Buy |
11,348
+1,303
| +13% | +$94.1K | 0.02% | 302 |
|
|
2024
Q1 | $673K | Buy |
10,045
+99
| +1% | +$6.64K | 0.01% | 331 |
|
|
2023
Q4 | $654K | Buy |
9,946
+3,964
| +66% | +$261K | 0.01% | 309 |
|
|
2023
Q3 | $385K | Buy |
5,982
+481
| +9% | +$31K | 0.01% | 375 |
|
|
2023
Q2 | $332K | Buy |
+5,501
| New | +$332K | 0.01% | 427 |
|
|
2022
Q2 | – | Sell |
-3,688
| Closed | -$202K | – | 477 |
|
|
2022
Q1 | $202K | Buy |
+3,688
| New | +$202K | 0.01% | 438 |
|