Dynamic Advisor Solutions’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 | $778K | Sell |
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|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $900K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $899K | Buy |
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|
2023
Q4 | $838K | Buy |
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|
2023
Q3 | $798K | Buy |
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|
2023
Q2 | $426K | Sell |
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|
2023
Q1 | $414K | Sell |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $392K | Buy |
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|
2022
Q2 | $395K | Buy |
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