DAM
Deltec Asset Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Hold |
57,204
| – | – | 0.72% | 33 |
|
|
2025
Q1 | $4.19M | Hold |
57,204
| – | – | 0.9% | 30 |
|
|
2024
Q4 | $3.58M | Hold |
57,204
| – | – | 0.71% | 36 |
|
|
2024
Q3 | $3.77M | Hold |
57,204
| – | – | 0.74% | 31 |
|
|
2024
Q2 | $4.13M | Hold |
57,204
| – | – | 0.79% | 33 |
|
|
2024
Q1 | $3.83M | Hold |
57,204
| – | – | 0.76% | 33 |
|
|
2023
Q4 | $3.76M | Sell |
57,204
-9,950
| -15% | -$655K | 0.85% | 29 |
|
|
2023
Q3 | $4.32M | Hold |
67,154
| – | – | 0.98% | 26 |
|
|
2023
Q2 | $4.05M | Hold |
67,154
| – | – | 0.89% | 29 |
|
|
2023
Q1 | $3.86M | Buy |
+67,154
| New | +$3.86M | 0.95% | 27 |
|