KCFA
Key Client Fiduciary Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
4,518
+138
| +3% | +$9.72K | 0.13% | 151 |
|
|
2025
Q1 | $321K | Buy |
4,380
+1
| +0% | +$73 | 0.15% | 139 |
|
|
2024
Q4 | $274K | Sell |
4,379
-128
| -3% | -$8.02K | 0.12% | 153 |
|
|
2024
Q3 | $297K | Sell |
4,507
-168
| -4% | -$11.1K | 0.13% | 146 |
|
|
2024
Q2 | $337K | Sell |
4,675
-130
| -3% | -$9.38K | 0.17% | 127 |
|
|
2024
Q1 | $322K | Buy |
4,805
+17
| +0.4% | +$1.14K | 0.17% | 132 |
|
|
2023
Q4 | $315K | Sell |
4,788
-267
| -5% | -$17.6K | 0.18% | 130 |
|
|
2023
Q3 | $325K | Buy |
5,055
+5
| +0.1% | +$322 | 0.2% | 116 |
|
|
2023
Q2 | $305K | Buy |
5,050
+29
| +0.6% | +$1.75K | 0.18% | 125 |
|
|
2023
Q1 | $289K | Sell |
5,021
-444
| -8% | -$25.5K | 0.18% | 123 |
|
|
2022
Q4 | $311K | Buy |
+5,465
| New | +$311K | 0.21% | 107 |
|