Dorsey & Whitney Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $765K | Sell |
10,869
-3,492
| -24% | -$246K | 0.04% | 330 |
|
2025
Q1 | $1.05M | Buy |
14,361
+123
| +0.9% | +$9.01K | 0.06% | 253 |
|
2024
Q4 | $892K | Sell |
14,238
-180
| -1% | -$11.3K | 0.05% | 282 |
|
2024
Q3 | $951K | Buy |
14,418
+619
| +4% | +$40.8K | 0.05% | 269 |
|
2024
Q2 | $996K | Buy |
13,799
+584
| +4% | +$42.2K | 0.07% | 224 |
|
2024
Q1 | $886K | Buy |
13,215
+93
| +0.7% | +$6.24K | 0.06% | 236 |
|
2023
Q4 | $863K | Sell |
13,122
-96
| -0.7% | -$6.32K | 0.07% | 226 |
|
2023
Q3 | $851K | Buy |
13,218
+412
| +3% | +$26.5K | 0.07% | 217 |
|
2023
Q2 | $773K | Sell |
12,806
-6,068
| -32% | -$366K | 0.06% | 243 |
|
2023
Q1 | $1.09M | Buy |
18,874
+540
| +3% | +$31.1K | 0.1% | 189 |
|
2022
Q4 | $1.04M | Buy |
18,334
+3,377
| +23% | +$192K | 0.1% | 188 |
|
2022
Q3 | $744K | Sell |
14,957
-2,211
| -13% | -$110K | 0.08% | 226 |
|
2022
Q2 | $898K | Buy |
17,168
+1,360
| +9% | +$71.1K | 0.09% | 202 |
|
2022
Q1 | $869K | Buy |
+15,808
| New | +$869K | 0.08% | 218 |
|