Shell Adr Each Rep 2 Ord Wi shares owned by Holistic Planning
Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Shell Adr Each Rep 2 Ord Wi
Tip: Access up to 7 years of quarterly data
All positions including Shell Adr Each Rep 2 Ord Wi held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 6.2k | 71.53 |
| 2025-06-30 | $470k | 6.7k | 70.41 |
| 2025-03-31 | $489k | 6.7k | 73.28 |
| 2024-12-31 | $480k | 7.7k | 62.65 |
| 2024-09-30 | $513k | 7.8k | 65.95 |
| 2024-06-30 | $339k | 5.1k | 67.04 |
| 2024-03-31 | $339k | 5.1k | 67.04 |