Laird Norton Wetherby Wealth Management’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	$3.18M	Buy	44,420 +1,363	+3%	+$98.1K	0.13%	145
2025 Q2	$3.03M	Buy	+43,057	New	+$2.89M	0.13%	145
2024 Q4	$2.72M	Sell	43,464 -4,707	-10%	-$308K	0.13%	147
2024 Q3	$3.18M	Sell	48,171 -907	-2%	-$64.2K	0.15%	133
2024 Q2	$3.54M	Sell	49,078 -219	-0.4%	-$15.7K	0.17%	104
2024 Q1	$3.3M	Sell	49,297 -743	-1%	-$47.6K	0.16%	116
2023 Q4	$3.29M	Sell	50,040 -129	-0.3%	-$8.46K	0.17%	108
2023 Q3	$3.23M	Buy	50,169 +112	+0.2%	+$6.97K	0.18%	107
2023 Q2	$3.02M	Sell	50,057 -1,084	-2%	-$65.1K	0.16%	120
2023 Q1	$2.94M	Sell	51,141 -370	-0.7%	-$21.8K	0.17%	121
2022 Q4	$2.93M	Buy	51,511 +3,953	+8%	+$218K	0.19%	116
2022 Q3	$2.37M	Buy	47,558 +2,504	+6%	+$129K	0.17%	119
2022 Q2	$2.35M	Buy	45,054 +282	+0.6%	+$15.8K	0.16%	124
2022 Q1	$2.46M	Buy	+44,772	New	+$2.38M	0.14%	128