TTWM
TCV Trust & Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
3,072
+247
| +9% | +$17.4K | 0.02% | 204 |
|
|
2025
Q1 | $207K | Buy |
+2,825
| New | +$207K | 0.02% | 202 |
|
|
2024
Q3 | – | Sell |
-3,099
| Closed | -$224K | – | 207 |
|
|
2024
Q2 | $224K | Hold |
3,099
| – | – | 0.02% | 187 |
|
|
2024
Q1 | $208K | Sell |
3,099
-400
| -11% | -$26.8K | 0.02% | 192 |
|
|
2023
Q4 | $230K | Sell |
3,499
-400
| -10% | -$26.3K | 0.02% | 175 |
|
|
2023
Q3 | $251K | Buy |
+3,899
| New | +$251K | 0.03% | 172 |
|