Ballentine Partners’s Shell SHEL Stock Holding History

Ballentine Partners’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.21M	Buy
2025 Q1	$1.11M	Buy
2024 Q4	$758K	Sell
2024 Q3	$927K	Buy
2024 Q2	$819K	Buy
2024 Q1	$673K	Buy
2023 Q4	$654K	Buy
2023 Q3	$385K	Buy
2023 Q2	$332K	Buy
2022 Q2	–	Sell
2022 Q1	$202K	Buy