Shell Adr Each Rep 2 Ord Wi shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Shell Adr Each Rep 2 Ord Wi
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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 25k | 71.53 |
| 2025-06-30 | $1.8M | 25k | 70.41 |
| 2025-03-31 | $2.0M | 27k | 73.28 |
| 2024-12-31 | $1.7M | 27k | 62.65 |
| 2024-09-30 | $1.9M | 29k | 65.95 |
| 2024-06-30 | $2.2M | 30k | 72.18 |
| 2024-03-31 | $2.1M | 32k | 67.04 |
| 2023-12-31 | $2.7M | 41k | 65.80 |
| 2023-09-30 | $3.4M | 53k | 64.38 |
| 2023-06-30 | $467k | 7.7k | 60.38 |
| 2023-03-31 | $426k | 7.4k | 57.54 |
| 2022-12-31 | $449k | 7.9k | 56.95 |
| 2022-09-30 | $387k | 7.8k | 49.77 |
| 2022-06-30 | $469k | 9.0k | 52.26 |
| 2022-03-31 | $493k | 9.0k | 54.93 |
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