Diversified Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $741K | Sell |
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|
2025
Q2 | $784K | Buy |
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|
2025
Q1 | $794K | Buy |
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|
2024
Q4 | $665K | Buy |
|
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|
2024
Q3 | $692K | Sell |
|
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $804K | Buy |
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $581K | Buy |
|
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $525K | Hold |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $559K | Buy |
|