Summit Trail Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Buy |
+13,745
| New | +$968K | 0.02% | 495 |
|
|
2024
Q4 | – | Sell |
-8,670
| Closed | -$572K | – | 699 |
|
|
2024
Q3 | $572K | Sell |
8,670
-39
| -0.4% | -$2.57K | 0.01% | 370 |
|
|
2024
Q2 | $629K | Buy |
8,709
+4,791
| +122% | +$346K | 0.02% | 329 |
|
|
2024
Q1 | $263K | Buy |
3,918
+166
| +4% | +$11.1K | 0.01% | 502 |
|
|
2023
Q4 | $247K | Buy |
3,752
+601
| +19% | +$39.5K | 0.01% | 443 |
|
|
2023
Q3 | $203K | Sell |
3,151
-760
| -19% | -$48.9K | 0.01% | 499 |
|
|
2023
Q2 | $236K | Buy |
+3,911
| New | +$236K | 0.01% | 433 |
|