Coldstream Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $944K | Buy |
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|
2024
Q3 | $803K | Buy |
|
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|
2024
Q2 | $790K | Sell |
|
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|
2024
Q1 | $783K | Buy |
|
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|
2023
Q4 | $678K | Buy |
|
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|
2023
Q3 | $597K | Buy |
|
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $399K | Sell |
|
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|
2022
Q4 | $395K | Buy |
|
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|
2022
Q2 | $329K | Buy |
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|
2022
Q1 | $322K | Buy |
|