Waverton Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,248
| Closed | -$806K | – | 101 |
|
|
2023
Q4 | $806K | Hold |
12,248
| – | – | 0.02% | 72 |
|
|
2023
Q3 | $789K | Hold |
12,248
| – | – | 0.02% | 69 |
|
|
2023
Q2 | $740K | Hold |
12,248
| – | – | 0.02% | 70 |
|
|
2023
Q1 | $705K | Hold |
12,248
| – | – | 0.02% | 77 |
|
|
2022
Q4 | $698K | Hold |
12,248
| – | – | 0.03% | 76 |
|
|
2022
Q3 | $609K | Hold |
12,248
| – | – | 0.02% | 77 |
|
|
2022
Q2 | $640K | Hold |
12,248
| – | – | 0.02% | 74 |
|
|
2022
Q1 | $673K | Buy |
+12,248
| New | +$673K | 0.02% | 72 |
|