Shell Adr Each Rep 2 Ord Wi shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 4.0k | 71.54 |
| 2025-06-30 | $293k | 4.2k | 70.41 |
| 2024-12-31 | $263k | 4.2k | 62.65 |
| 2024-09-30 | $275k | 4.2k | 65.95 |
| 2024-06-30 | $295k | 4.1k | 72.18 |
| 2024-03-31 | $263k | 3.9k | 67.04 |
| 2023-12-31 | $258k | 3.9k | 65.80 |
| 2023-09-30 | $252k | 3.9k | 64.38 |
| 2023-06-30 | $237k | 3.9k | 60.38 |
| 2023-03-31 | $226k | 3.9k | 57.54 |
| 2022-12-31 | $223k | 3.9k | 56.95 |
| 2022-06-30 | $205k | 3.9k | 52.24 |
| 2022-03-31 | $216k | 3.9k | 55.05 |