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