Shell Asset Management’s Workiva WK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
1,536
-169
| -10% | -$11.6K | ﹤0.01% | 989 |
|
|
2025
Q1 | $129K | Sell |
1,705
-74
| -4% | -$5.6K | 0.01% | 946 |
|
|
2024
Q4 | $195K | Sell |
1,779
-7
| -0.4% | -$767 | 0.01% | 846 |
|
|
2024
Q3 | $141K | Buy |
+1,786
| New | +$141K | 0.01% | 958 |
|
|
2024
Q1 | $138K | Sell |
1,888
-190
| -9% | -$13.9K | 0.01% | 934 |
|
|
2023
Q4 | $211K | Sell |
2,078
-624
| -23% | -$63.4K | 0.01% | 834 |
|
|
2023
Q3 | $274K | Sell |
2,702
-43
| -2% | -$4.36K | 0.01% | 792 |
|
|
2023
Q2 | $279K | Buy |
+2,745
| New | +$279K | 0.01% | 813 |
|