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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

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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

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Quarterly 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