Key Client Fiduciary Advisors’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 | $369K | Buy |
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|
2025
Q2 | $318K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $274K | Sell |
|
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|
2024
Q3 | $297K | Sell |
|
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|
2024
Q2 | $337K | Sell |
|
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $311K | Buy |
|